$49.7M Total AUM
$49.7M Disc. AUM
-- 3Y CAGR
2 Employees
56 ADV. Clients
26 yrs Firm Age
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- Custodian
- Altruist · Apex · TD Ameritrade · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2000
- Office Locations
- 1
Office Locations
-- Salem MA
About Revolution Capital, INC
Revolution Capital is a Massachusetts-registered RIA (founded 2000) providing fiduciary investment management and financial planning for retail clients, including business owners. The firm emphasizes transparent, fee-based advice and portfolio construction with an ethics-and-sustainability lens, excluding fossil fuel companies. Operates as a virtual office for remote client work.
Team overview
54 AVG AGE
$24.8M AVG AUM / ADVISOR
$886.7K AVG AUM / CLIENT
19.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
DOUGLAS EDWARD SOONS
Financial Advisor, President
- CRD
- #3163099
- Ownership
- 50% but less than 75%
Available
Available
Available
A
AMY WITHERBEE
Financial Advisor, VICE PRESIDENT
- CRD
- #6227773
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,656,458 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,656,458 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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