Investment adviser · CRD 152881
REVERE ASSET
Investment adviser filing (IA)
REVERE ASSET MANAGEMENT, INC.
ALLEN, TX, United States · Form ADV filed Feb 13, 2026
- Regulatory AUM
- $408M Form ADV · Item 5.F
- Client accounts
- 1,110 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 105 | $204,022,856 | 50.0% |
| Individuals | 395 | $203,840,882 | 50.0% |
| Charities | Fewer than 5 | $51,790 | 0.0% |
Filing source
Form ADV 2054225 · Feb 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 13, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
825 WATTERS CREEK BLVD, SUITE 385ALLEN, TX, 75013, United States
CRD 152881
Filing source
Form ADV 2054225 · Feb 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.