Rpata, Llc
- Regulatory AUM
- $74.2M
- Discretionary
- $70.8M
- Clients
- 37
- Avg AUM / client
- $2.0M
- Accounts
- 347
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 28 | $15.7M | 21.1% |
| High net worth individuals | 4 | $41.6M | 56.1% |
| Pension and profit sharing plans | 5 | $16.9M | 22.8% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Brian Fowler | Managing Member, Chief Executive Officer & Chief Compliance Officer | Jan 2014 (13y) | ≈ 12.5% – 37.5% via Revolution Partners, Llc | |
| Robert Francis Lloyd | Chief Operating Officer | Sep 2016 (10y) | Less than 5% | |
| John, Whybrew | Managing Member | Jan 2020 (7y) | GP / trustee / elected manager of Ata Advisory, Llc (indirect) | |
| Hayden Monroe Wilson | Registered representative | Jun 2025 (1y) | ||
| Lauren Douglas Carpenter | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Revolution Partners, Llc | Owner | Sep 2016 | A | 50% – 75% |
| Ata Advisory, Llc | Owner | Dec 2022 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Paul Brian Fowler: 25% – 50% of Revolution Partners, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $53.6M (72% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗