DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Revere Asset
Legal name Revere Asset Management, Inc.
Latest filing Feb 13, 2026
First filing on the tape Sep 8, 2022 · 16 filings
SEC status approved since Oct 11, 2022
RAUM
$408M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$408M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$81.6M
derived; firm RAUM over IAPD count
Employees
7
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$408M as of Feb 13, 2026
Mar 28, 2023$119M then
HNW client RAUM$204M as of Feb 13, 2026
Mar 28, 2023$66.1M then
State-registered IARs (5.B.3)5 as of Feb 13, 2026
Mar 28, 20233 then
Employees (5.A)7 as of Feb 13, 2026
Mar 28, 20233 then
Private funds: no history
RAUM +88% over the last fiscal year+51% a year over threeIARs 4 to 5
Practice profile
derived from the filing of Feb 13, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $81.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 100derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $367,491derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +88%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +47%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$204M50%
- Individuals$204M50%
- Charitable organizations$51,7900.0%
- Individual clients
- 395reported
- HNW clients
- 105reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 1,110reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Daniel Martin StewartChartered Financial Analyst | Allen, Tx | Feb 17, 2010 | 31 y | 1 |
| Donald Michael Vandenbord | St. Augustine, Fl | Oct 28, 2015 | 19 y | 1 |
| Ted Huan Zhang | New York, Ny | Sep 22, 2023 | 14 y | 0 |
| Connor Joseph Bates | St. Augustine, Fl | Nov 2, 2023 | 13 y | 0 |
| Todd Michael Thomas | Boca Raton, Fl | Dec 6, 2024 | 31 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Todd Michael Thomas from Ameritas Advisory Services, LLCDec 6, 2024 · Affiliated broker-dealer or bank to independent RIA
- Donald Michael Vandenbord from Camarda Wealth Advisory GroupOct 28, 2015 · Other
- Daniel Martin Stewart from Daniel Frishberg Financial Services, Inc.Feb 17, 2010 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Martin Daniel Stewart · President/Chief Compliance Officer/Chief Executive Officercontrolsince 01/2010 · owns 50% to 75%
- Michael Donald Vandenbord · Shareholder, Cio, Sr. Portfolio Managersince 07/2016 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Allen, Tx · principal | 5 | 0 | 0 | ||
| St Augustine, Fl | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- account count surgeChange between filings · filing Feb 13, 2026accounts (Item 5.F.2.f) moved from 740.0 to 1,110.0 (+50.0%) between the annual amendments of 2025-03-28 and 2026-02-13; the peer median change was +5.0% (3687 comparable advisers, 95.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,687) · 95% percentile
- RAUM up 50 %Change between filings · filing Feb 13, 2026RAUM (Item 5.F) moved from $216,756,101 to $407,915,528 (+88.0%) between the annual amendments of 2025-03-28 and 2026-02-13; the peer median change was +15.0% (4550 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 740 to 1,110Jan 8, 2026 to Feb 13, 2026
- Advisory employees · 4 to 5Jan 8, 2026 to Feb 13, 2026
- Charity clients · unset to 1.0Jan 8, 2026 to Feb 13, 2026
- Corporate clients · 10.0 to unsetJan 8, 2026 to Feb 13, 2026
- HNW clients · 67 to 105Jan 8, 2026 to Feb 13, 2026
- Individual clients · 273 to 395Jan 8, 2026 to Feb 13, 2026
- Pension plan clients · 16.0 to unsetJan 8, 2026 to Feb 13, 2026
- Employees · 4 to 7Jan 8, 2026 to Feb 13, 2026
- State-registered IARs · 4 to 5Jan 8, 2026 to Feb 13, 2026
- Discretionary RAUM · $217M to $408MJan 8, 2026 to Feb 13, 2026
- HNW RAUM · $118M to $204MJan 8, 2026 to Feb 13, 2026
- Individual RAUM · $82.5M to $204MJan 8, 2026 to Feb 13, 2026
- Pension RAUM · 6776965.0 to unsetJan 8, 2026 to Feb 13, 2026
- RAUM · $217M to $408MJan 8, 2026 to Feb 13, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jun 27, 2025
- Accounts · 579 to 740May 28, 2024 to Mar 28, 2025
- Corporate clients · unset to 10.0May 28, 2024 to Mar 28, 2025
- HNW clients · 76 to 67May 28, 2024 to Mar 28, 2025
- Individual clients · 247 to 273May 28, 2024 to Mar 28, 2025
- Pension plan clients · 2 to 16May 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $157M to $217MMay 28, 2024 to Mar 28, 2025
- HNW RAUM · $93.5M to $118MMay 28, 2024 to Mar 28, 2025
- Individual RAUM · $51.5M to $82.5MMay 28, 2024 to Mar 28, 2025
- Pension RAUM · $11.5M to $6.8MMay 28, 2024 to Mar 28, 2025
- RAUM · $157M to $217MMay 28, 2024 to Mar 28, 2025
- Accounts · 573 to 579May 21, 2024 to May 28, 2024
- HNW clients · 73 to 76May 21, 2024 to May 28, 2024
- Individual clients · 242 to 247May 21, 2024 to May 28, 2024
- Discretionary RAUM · $133M to $157MMay 21, 2024 to May 28, 2024
- HNW RAUM · $77.6M to $93.5MMay 21, 2024 to May 28, 2024
- Individual RAUM · $44.3M to $51.5MMay 21, 2024 to May 28, 2024
- RAUM · $133M to $157MMay 21, 2024 to May 28, 2024
- Accounts · 528 to 573Oct 26, 2023 to Mar 20, 2024
- Advisory employees · 3 to 4Oct 26, 2023 to Mar 20, 2024
- HNW clients · 39 to 73Oct 26, 2023 to Mar 20, 2024
- Individual clients · 193 to 242Oct 26, 2023 to Mar 20, 2024
- Pension plan clients · unset to 2.0Oct 26, 2023 to Mar 20, 2024
- Employees · 5 to 4Oct 26, 2023 to Mar 20, 2024
- Discretionary RAUM · $119M to $133MOct 26, 2023 to Mar 20, 2024
- HNW RAUM · $66.1M to $77.6MOct 26, 2023 to Mar 20, 2024
Signals
2 dated events
- Revere Asset reported RAUM $407.9M, up 88% from $216.8M (2026-01-08 to 2026-02-13)Feb 13, 2026 · RAUM change · derived
- Revere Asset filed its initial SEC registration (Form ADV)Sep 8, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- miral@revereasset.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- dan@revereasset.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- don@revereasset.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- jackson@revereasset.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- jacob@revereasset.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- max@revereasset.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- ted@revereasset.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 855-732-5932reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/revere-assetreportedpublic record, Form ADV, Sep 18, 2026
- Website
- REVEREASSET.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 855-732-5932reportedpublic record, Form ADV, Feb 13, 2026
- Contact form
- revereasset.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $81.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026