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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-25-2016
- Office Locations
- 3
Office Locations
About Rpata, LLC
Revolution Partners (RPATA, LLC) is a Memphis-based fee-only wealth manager that states it takes no revenue sharing or kickbacks—client fees are its only revenue. The firm emphasizes an integrated technology platform for secure account visibility, communication, and document organization/archiving. Public filings indicate portfolios are primarily implemented with public funds and ETFs, with limited use of government bonds and cash, and custody at Charles Schwab.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
LAUREN Douglas Carpenter
CHIEF OPERATING OFFICER
- CRD
- #5488986
- Ownership
- Less than 5%
PAUL BRIAN FOWLER
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #2596604
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Hayden Monroe Wilson
--
- CRD
- #8053146
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,821,000 | $485,075 |
| Non-Discretionary | $3,419,000 | $17,010 |
| Total | $74,240,000 | $213,948 |
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Separately Managed Accounts
Total SMA Asset: 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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