Asset ManagerRIA · CRD 172646SEC-Registered

Updated:

Revo Financial

REVO FINANCIAL, LLC is an SEC-registered investment adviser in BARTLESVILLE, OK, registered since 2025. The firm manages $135 million in assets, $120 million...

Revo Financial

REVO FINANCIAL, LLC is an SEC-registered investment adviser in BARTLESVILLE, OK, registered since 2025. The firm manages $135 million in assets, $120 million on a discretionary basis. It has 3 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

Who manages Revo Financial's investment decisions?

No chief investment officer, managing partner, or investment committee members have been named in public records. The firm's operational leadership remains undisclosed.

Where does the underlying capital behind Revo Financial come from?

The origin of Revo Financial's capital has not been publicly disclosed. There is no published information on whether it manages family wealth, institutional funds, or other pools of capital.

What investment strategy does Revo Financial follow?

Revo Financial's investment strategy has not been publicly articulated. No preferred asset classes, stage focus, or geographic footprint have been documented.

Does Revo Financial have any disclosed portfolio companies or deals?

No portfolio companies, direct investments, or co-investment partners have been named in any accessible public source. The firm's deployment activity is not observable.

Is Revo Financial a family office, a fund, or another type of entity?

Revo Financial is registered as a limited liability company. Its public naming suggests an asset management function, but whether it operates as a single-family office, multi-family office, or investment firm is unknown.

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