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- Custodian
- Altruist · Fidelity/NFS · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-04-2015
- Office Locations
- 1
Office Locations
About Revo Financial, LLC
Revo Financial, LLC is an Oklahoma-based advisory firm serving families and individuals with comprehensive financial planning and portfolio management built around a values- and faith-informed approach. The team emphasizes tax-smart planning, active wealth preservation and risk mitigation, and family wealth and estate planning, and also integrates insurance and annuities to align portfolios with client goals and beliefs.
Team overview
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Owner & Executives
JON AUBREY NETTLES
Chief Executive Officer
- CRD
- #4555755
- Ownership
- Less than 5%
LUCAS ELI NETTLES
Chief Compliance Officer, President
- CRD
- #7036336
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,264,418 | $426,470 |
| Non-Discretionary | $15,170,650 | $892,391 |
| Total | $135,435,068 | $452,960 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Total | Available | Available |
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