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.
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SEC-registered adviser
R••••••••• C••••••• L••
Latest filing Apr 6, 2026
First filing on the tape Nov 16, 2023 · 8 filings
SEC status approved since Jan 11, 2024
RAUM
$242M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
93%
$226M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$121M
derived; firm RAUM over IAPD count
Employees
8
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$242M as of Apr 6, 2026
Mar 5, 2024$141M then
HNW client RAUM$202M as of Apr 6, 2026
Mar 5, 2024$23.1M then
State-registered IARs (5.B.3)4 as of Apr 6, 2026
Mar 5, 20243 then
Employees (5.A)8 as of Apr 6, 2026
Mar 5, 20245 then
Private funds: no history
RAUM +35% over the last fiscal yearIARs 4 to 4
Practice profile
derived from the filing of Apr 6, 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
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $121MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 92derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $322,554derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +35%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +14%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Wrap fee program
- $8.2MreportedItem 5.I
- Custody
- $213M, 190 clientsreportedItem 9.A
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$202M83%
- Individuals$23.6M9.8%
- Corporations and businesses$9.0M3.7%
- Pension and profit-sharing plans$4.0M1.7%
- Charitable organizations$3.4M1.4%
- Individual clients
- 91reported
- HNW clients
- 93reported
- Pension plan clients
- 2reported
- Charitable clients
- 2reported
- Accounts
- 750reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $213M for 190 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.93 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| R••• M••••• F•••••••• | Omaha, Ne | Apr 29, 2019 | 25 y | 3 |
| M•••• B•••••• F•••••••• | Omaha, Ne | Jul 27, 2020 | 15 y | 0 |
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
- R••• M••••• F•••••••• from L•• F•••••••• L••Apr 29, 2019 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- F••••••••• R•••• M••••• · Chief Investment Officer & Chief Compliance Officercontrolsince 01/2019 · owns less than 5%
- F••••••••• R•••• M••••• · Membercontrolsince 12/2018 · owns 50% to 75% of R••••••••• G••••• L••
Entity owners
- R••••••••• G••••• L•• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- R••••••••• G••••• L••real estatey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Omaha, Ne · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Apr 6, 2026RAUM (Item 5.F) moved from $179,802,049 to $241,915,426 (+35.0%) between the annual amendments of 2025-03-17 and 2026-04-06; the peer median change was +15.0% (4549 comparable advisers, 90.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,549) · 90% percentile
What changed
consecutive filings, newest first
- Accounts · 633 to 750Mar 17, 2025 to Feb 19, 2026
- Corporate clients · 2 to 4Mar 17, 2025 to Feb 19, 2026
- HNW clients · 75 to 93Mar 17, 2025 to Feb 19, 2026
- Individual clients · 87 to 91Mar 17, 2025 to Feb 19, 2026
- Assets in custody · $159M to $213MMar 17, 2025 to Feb 19, 2026
- Employees · 4 to 8Mar 17, 2025 to Feb 19, 2026
- Discretionary RAUM · $180M to $242MMar 17, 2025 to Feb 19, 2026
- HNW RAUM · $147M to $202MMar 17, 2025 to Feb 19, 2026
- Individual RAUM · $20.7M to $23.6MMar 17, 2025 to Feb 19, 2026
- Pension RAUM · $3.9M to $4.0MMar 17, 2025 to Feb 19, 2026
- RAUM · $180M to $242MMar 17, 2025 to Feb 19, 2026
- Related insurance company · false to trueMar 17, 2025 to Feb 19, 2026
- Accounts · 504 to 633May 7, 2024 to Mar 17, 2025
- Advisory employees · 3 to 4May 7, 2024 to Mar 17, 2025
- Charity clients · 1 to 2May 7, 2024 to Mar 17, 2025
- HNW clients · 90 to 75May 7, 2024 to Mar 17, 2025
- Individual clients · 56 to 87May 7, 2024 to Mar 17, 2025
- Pension plan clients · 0 to 2May 7, 2024 to Mar 17, 2025
- Assets in custody · $33.6M to $159MMay 7, 2024 to Mar 17, 2025
- Employees · 5 to 4May 7, 2024 to Mar 17, 2025
- Financial planning clients · 1-10 to 0May 7, 2024 to Mar 17, 2025
- State-registered IARs · 3 to 4May 7, 2024 to Mar 17, 2025
- Discretionary RAUM · $134M to $180MMay 7, 2024 to Mar 17, 2025
- HNW RAUM · $23.1M to $147MMay 7, 2024 to Mar 17, 2025
- Individual RAUM · $112M to $20.7MMay 7, 2024 to Mar 17, 2025
- Non-discretionary RAUM · $6.4M to $0May 7, 2024 to Mar 17, 2025
- Pension RAUM · $0 to $3.9MMay 7, 2024 to Mar 17, 2025
- RAUM · $141M to $180MMay 7, 2024 to Mar 17, 2025
- Accounts · 458 to 504Jan 17, 2024 to Mar 5, 2024
- HNW clients · 61 to 90Jan 17, 2024 to Mar 5, 2024
- Individual clients · 84 to 56Jan 17, 2024 to Mar 5, 2024
- Assets in custody · $48.7M to $33.6MJan 17, 2024 to Mar 5, 2024
- Discretionary RAUM · $136M to $134MJan 17, 2024 to Mar 5, 2024
- HNW RAUM · $107M to $23.1MJan 17, 2024 to Mar 5, 2024
- Individual RAUM · $23.8M to $112MJan 17, 2024 to Mar 5, 2024
- Non-discretionary RAUM · $963,700 to $6.4MJan 17, 2024 to Mar 5, 2024
- RAUM · $137M to $141MJan 17, 2024 to Mar 5, 2024
- Advisory activities · 4 to 5Dec 13, 2023 to Jan 17, 2024
- Employees · 3 to 5Dec 13, 2023 to Jan 17, 2024
Signals
1 dated events
- R••••••••• C••••••• L•• filed its initial SEC registration (Form ADV)Nov 16, 2023 · 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
- Firm profile
- linkedin.com/company/revolution-group-llcreportedpublic record, Form ADV, Sep 19, 2026
- Website
- r•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 402-933-3371reportedpublic record, Form ADV, Apr 6, 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
- $121Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026