Revolution Capital, Llc
- Regulatory AUM
- $242M
- Discretionary
- $242M
- Clients
- 192
- Avg AUM / client
- $1.3M
- Accounts
- 750
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 91 | $23.6M | 9.75% |
| High net worth individuals | 93 | $202M | 83.5% |
| Pension and profit sharing plans | 2 | $4.0M | 1.66% |
| Charitable organizations | 2 | $3.4M | 1.39% |
| Corporations and other businesses | 4 | $9.0M | 3.73% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan Mathew Fleischer | Chief Investment Officer & Chief Compliance Officer | Dec 2018 (8y) | ≈ 37.5% – 75% via Revolution Group, Llc | |
| Megan Bellows Fleischer | Registered representative | Jul 2020 (6y) | ||
| Daryl Robert Kohlscheen | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Revolution Group, Llc | Member | Dec 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ryan Mathew Fleischer: 50% – 75% of Revolution Group, Llc × 75% – 100% direct ≈ 37.5% – 75% 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) | 04/06/2026 | 1.03 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
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $213M (88% of AUM) Apr 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: Apr 06, 2026.
View current Form ADV (SEC/IAPD) ↗