This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-17-2010
- Office Locations
- 5
Office Locations
About Revere Asset
Revere Asset Management is an SEC-registered, fee-only fiduciary RIA providing active, rules-based portfolio management with quantified downside protection, paired with comprehensive life planning. The team emphasizes conflict-free research and transparent communication, with clients able to access the market strategist responsible for the strategy. Portfolios are implemented primarily with ETFs (Schwab custody).
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL MARTIN STEWART
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2649504
- Ownership
- 50% but less than 75%
DONALD MICHAEL VANDENBORD
Chief Investment Officer, Senior Portfolio Manager
- CRD
- #6114133
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Connor Joseph Bates
Analyst
- CRD
- #7683213
TODD MICHAEL THOMAS
Advisor
- CRD
- #2556617
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $407,915,528 | $367,491 |
| Non-Discretionary | $0 | -- |
| Total | $407,915,528 | $367,491 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing