$115.1M Total AUM
$111.6M Disc. AUM
-- 3Y CAGR
6 Employees
80 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-27-2014
- Office Locations
- 3
Office Locations
-- Columbia TN
-- Lamar MS
-- Memphis TN
About Revolution Partners, LLC
Revolution Partners is a fee-only RIA/wealth manager serving retail and institutional clients with financial planning and portfolio construction, including estate/charitable and business-succession planning. Portfolios use a mix of public funds, ETFs, and fixed income. Clients use an integrated digital platform to view accounts and securely organize and archive key documents. Custody includes Schwab.
Team overview
-- AVG AGE
$28.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
9.2 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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CRM
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
P
PAUL BRIAN FOWLER
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #2596604
- Ownership
- 25% but less than 50%
Available
Available
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M
MICHAEL COX
Partner
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
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H
Hayden Monroe Wilson
--
- CRD
- #8053146
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,628,000 | $188,243 |
| Non-Discretionary | $3,473,000 | $112,032 |
| Total | $115,101,000 | $184,457 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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