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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-29-2019
- Office Locations
- 4
Office Locations
About Revolution Capital, LLC
Revolution Capital, LLC (Revolution Group) is an Omaha-based, employee-owned RIA serving entrepreneurs, business owners, and high-net-worth/multigenerational families with customized wealth management, tax planning, family office services, and business transition advice. Portfolios emphasize policy-driven construction with access to private investment sleeves alongside ETF and fund exposures. Conflict-free, zero-commission model with an award-winning client portal/app; custody via Charles Schwab.
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Owner & Executives
RYAN MATHEW FLEISCHER
Chief Compliance Officer, Chief Investment Officer, Portfolio Manager
- CRD
- #4214419
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Megan Bellows Fleischer
Founder
- CRD
- #7220150
Ryan Fleischer
Founder, CEO/CIO
- CRD
- --
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,915,426 | $322,554 |
| Non-Discretionary | $0 | -- |
| Total | $241,915,426 | $322,554 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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