This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-09-2014
- Office Locations
- 5
Office Locations
About Revisor Wealth Management LLC
Revisor Group (Revisor Wealth Management) delivers the REVISOR Platform for financial advisors—integrating investment management, financial planning, optional tax prep/accounting, estate planning, and insurance placement in one coordinated, tech-enabled workflow. Advisors can build customized, values-aligned portfolios, including ESG, thematic strategies, and alternative assets, designed to serve clients from small investors to ultra-high-net-worth families.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Ethan N. Dunbar
Chief Operations Officer
- CRD
- #6650876
- Ownership
- 10% but less than 25%
LANDON RAY JONES
Chief Compliance Officer, Chief Executive Officer, Partner, President
- CRD
- #4582204
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Nicholas George Cargill
--
- CRD
- #7603994
Adam Douglas Clark
Financial Advisor, General Partner
- CRD
- #7726818
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,529,516,196 | $338,171 |
| Non-Discretionary | $0 | -- |
| Total | $2,529,516,196 | $338,171 |
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 % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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