Chad Mckown is a registered investment advisor at Revolution Capital, LLC, based in Omaha, NE, with 14 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 192 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Revolution Capital manages investment portfolios for a fee based on the value of your investments. The annual fee will not exceed 2%. A $25 per account, per quarter technology fee is also charged to cover technology and administrative costs, but this fee may be reduced or waived. Fees are negotiable and will be outlined in your investment advisory contract.
Location
17838 Burke Street, # 103, Omaha, NE, 68118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad is a licensed insurance agent.
Employment History
Current Registrations
Revolution Capital, LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.