Active
REVO FINANCIAL, LLC
Investment Advice|BARTLESVILLE, OK
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$118.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 106.2M |
| Non-Discretionary | 12.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 172646 |
| SEC Number | 801-132034 |
| Street Address | 117 W. 5TH STREET |
| Street Address 2 | #402 |
| Location | BARTLESVILLE, OK 74003 |
| Country | United States |
| Phone | 918-336-7877 |
| Total Employees | 4 |
| Business Types | insurance_broker |
Client Count by Type (190 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 162 |
| High Net Worth Individual… | 28 |
Community Partners
CITY OF BARNSDALL
CITY OF BARTLESVILLE
CITY OF HOMINY
CITY OF PAWHUSKA
CITY OF SAND SPRINGS
CITY OF SHIDLER
COUNTY OF OSAGE
COUNTY OF WASHINGTON
TOWN OF AVANT
TOWN OF BURBANK
TOWN OF FAIRFAX
TOWN OF FORAKER
TOWN OF GRAINOLA
TOWN OF OSAGE
TOWN OF WEBB CITY
TOWN OF WYNONA
CITY OF BARNSDALL
CITY OF BARTLESVILLE
CITY OF HOMINY
CITY OF PAWHUSKA
CITY OF SAND SPRINGS
CITY OF SHIDLER
COUNTY OF OSAGE
COUNTY OF WASHINGTON
TOWN OF AVANT
TOWN OF BURBANK
TOWN OF FAIRFAX
TOWN OF FORAKER
TOWN OF GRAINOLA
TOWN OF OSAGE
TOWN OF WEBB CITY
TOWN OF WYNONA
CITY OF BARNSDALL
CITY OF BARTLESVILLE
CITY OF HOMINY
CITY OF PAWHUSKA
CITY OF SAND SPRINGS
CITY OF SHIDLER
COUNTY OF OSAGE
COUNTY OF WASHINGTON
TOWN OF AVANT
TOWN OF BURBANK
TOWN OF FAIRFAX
TOWN OF FORAKER
TOWN OF GRAINOLA
TOWN OF OSAGE
TOWN OF WEBB CITY
TOWN OF WYNONA
Municipal Government
16 Active
16
Organizations
BIRCH CREEK RURAL WATER DISTRICT
EVERGREEN RURAL WATER DISTRICT 18
GRAYHORSE RURAL WATER DISTRICT
HULAH WATER DISTRICT 20
MCCORD COUNTY RURAL WATER DISTRICT 3
OSAGE CO RURAL WATER SEWER & SOLID WASTE MGT DT 3 (BRADEN-MCCORD
OSAGE COUNTY CONSERVATION DISTRICT
OSAGE COUNTY HOUSING AUTHORITY
OSAGE COUNTY RURAL WATER DISTRICT 1
OSAGE COUNTY RURAL WATER DISTRICT 15
OSAGE COUNTY RURAL WATER DISTRICT 21
OSAGE COUNTY RURAL WATER DISTRICT 5
BIRCH CREEK RURAL WATER DISTRICT
EVERGREEN RURAL WATER DISTRICT 18
GRAYHORSE RURAL WATER DISTRICT
HULAH WATER DISTRICT 20
MCCORD COUNTY RURAL WATER DISTRICT 3
OSAGE CO RURAL WATER SEWER & SOLID WASTE MGT DT 3 (BRADEN-MCCORD
OSAGE COUNTY CONSERVATION DISTRICT
OSAGE COUNTY HOUSING AUTHORITY
OSAGE COUNTY RURAL WATER DISTRICT 1
OSAGE COUNTY RURAL WATER DISTRICT 15
OSAGE COUNTY RURAL WATER DISTRICT 21
OSAGE COUNTY RURAL WATER DISTRICT 5
BIRCH CREEK RURAL WATER DISTRICT
EVERGREEN RURAL WATER DISTRICT 18
GRAYHORSE RURAL WATER DISTRICT
HULAH WATER DISTRICT 20
MCCORD COUNTY RURAL WATER DISTRICT 3
OSAGE CO RURAL WATER SEWER & SOLID WASTE MGT DT 3 (BRADEN-MCCORD
OSAGE COUNTY CONSERVATION DISTRICT
OSAGE COUNTY HOUSING AUTHORITY
OSAGE COUNTY RURAL WATER DISTRICT 1
OSAGE COUNTY RURAL WATER DISTRICT 15
OSAGE COUNTY RURAL WATER DISTRICT 21
OSAGE COUNTY RURAL WATER DISTRICT 5
Special District
12 Active
12
Organizations
ANDERSON SCH DIST 52
AVANT SCH DIST 35
BARNSDALL SCH DIST 29
BOWRING SCH DIST 7
BOWRING SCHOOL DISTRICT C-7
HOMINY SCH DIST 38
INDEPENDENT SCHOOL DISTRICT 30
MCCORD SCH DIST 77
OSAGE COUNTY INTERLOCAL CO-OP
OSAGE HILLS SCH DIST 3
PAWHUSKA SCH DIST 2
PRUE SCH DIST 50
SHIDLER SCH DIST 11
WOODLAND SCH DIST I-90
WYNONA SCH DIST 30
ANDERSON SCH DIST 52
AVANT SCH DIST 35
BARNSDALL SCH DIST 29
BOWRING SCH DIST 7
BOWRING SCHOOL DISTRICT C-7
HOMINY SCH DIST 38
INDEPENDENT SCHOOL DISTRICT 30
MCCORD SCH DIST 77
OSAGE COUNTY INTERLOCAL CO-OP
OSAGE HILLS SCH DIST 3
PAWHUSKA SCH DIST 2
PRUE SCH DIST 50
SHIDLER SCH DIST 11
WOODLAND SCH DIST I-90
WYNONA SCH DIST 30
ANDERSON SCH DIST 52
AVANT SCH DIST 35
BARNSDALL SCH DIST 29
BOWRING SCH DIST 7
BOWRING SCHOOL DISTRICT C-7
HOMINY SCH DIST 38
INDEPENDENT SCHOOL DISTRICT 30
MCCORD SCH DIST 77
OSAGE COUNTY INTERLOCAL CO-OP
OSAGE HILLS SCH DIST 3
PAWHUSKA SCH DIST 2
PRUE SCH DIST 50
SHIDLER SCH DIST 11
WOODLAND SCH DIST I-90
WYNONA SCH DIST 30
School District
15 Active
15
Organizations
1256 MOVEMENT
2ND KANSAS VOLUNTEER INFANTRY
3825 NW 19TH INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 PAWS PAWHUSKA ANIMAL WELFARE SOCIETY
4 THE ANIMALS RESCUE INC
7TH HOPE
ABILITYWORKS OF OKLAHOMA INC
A C T I O N MINISTRY
Acts 238 Ministries
ADAMS WOMENS GOLF ASSOCIATION
AD LIB SINGERS INC
ADRIATIC CHRISTIAN EDUCATION ASSOCIATION
A FRESH START FOR WOMEN
AGAPE COMMUNITY CHURCH
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AKITA RESCUE OF TULSA FOUNDATION
ALLAN WALKER MINISTRIES INC
1256 MOVEMENT
2ND KANSAS VOLUNTEER INFANTRY
3825 NW 19TH INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 PAWS PAWHUSKA ANIMAL WELFARE SOCIETY
4 THE ANIMALS RESCUE INC
7TH HOPE
ABILITYWORKS OF OKLAHOMA INC
A C T I O N MINISTRY
Acts 238 Ministries
ADAMS WOMENS GOLF ASSOCIATION
AD LIB SINGERS INC
ADRIATIC CHRISTIAN EDUCATION ASSOCIATION
A FRESH START FOR WOMEN
AGAPE COMMUNITY CHURCH
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AKITA RESCUE OF TULSA FOUNDATION
ALLAN WALKER MINISTRIES INC
1256 MOVEMENT
2ND KANSAS VOLUNTEER INFANTRY
3825 NW 19TH INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 PAWS PAWHUSKA ANIMAL WELFARE SOCIETY
4 THE ANIMALS RESCUE INC
7TH HOPE
ABILITYWORKS OF OKLAHOMA INC
A C T I O N MINISTRY
Acts 238 Ministries
ADAMS WOMENS GOLF ASSOCIATION
AD LIB SINGERS INC
ADRIATIC CHRISTIAN EDUCATION ASSOCIATION
A FRESH START FOR WOMEN
AGAPE COMMUNITY CHURCH
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AKITA RESCUE OF TULSA FOUNDATION
ALLAN WALKER MINISTRIES INC
Nonprofit Organization
758 Active
758
Organizations
Community Partners93 organizations
CITY OF BARNSDALL
Municipal Government·BARNSDALL
CITY OF BARTLESVILLE
Municipal Government·BARTLESVILLE
CITY OF HOMINY
Municipal Government·HOMINY
CITY OF SAND SPRINGS
Municipal Government·SAND SPRINGS
CITY OF SHIDLER
Municipal Government·SHIDLER
COUNTY OF OSAGE
Municipal Government·PAWHUSKA
TOWN OF AVANT
Municipal Government·AVANT
TOWN OF BURBANK
Municipal Government·BURBANK
TOWN OF FAIRFAX
Municipal Government·FAIRFAX
TOWN OF FORAKER
Municipal Government·SHIDLER
TOWN OF GRAINOLA
Municipal Government·SHIDLER
TOWN OF OSAGE
Municipal Government·OSAGE
TOWN OF WEBB CITY
Municipal Government·PAWHUSKA
TOWN OF WYNONA
Municipal Government·WYNONA
BIRCH CREEK RURAL WATER DISTRICT
Special District·PAWHUSKA
GRAYHORSE RURAL WATER DISTRICT
Special District·FAIRFAX
HULAH WATER DISTRICT 20
Special District·BARTLESVILLE
MCCORD COUNTY RURAL WATER DISTRICT 3
Special District·PONCA CITY
OSAGE CO RURAL WATER SEWER & SOLID WASTE MGT DT 3 (BRADEN-MCCORD
Special District·PONCA CITY
OSAGE COUNTY CONSERVATION DISTRICT
Special District·PAWHUSKA
OSAGE COUNTY RURAL WATER DISTRICT 21
Special District·SHIDLER
OSAGE COUNTY RURAL WATER DISTRICT 5
Special District·BARNSDALL
INDEPENDENT SCHOOL DISTRICT 30
School District·BARTLESVILLE
OSAGE COUNTY INTERLOCAL CO-OP
School District·HOMINY
1256 MOVEMENT
Nonprofit Organization·BARTLESVILLE
2ND KANSAS VOLUNTEER INFANTRY
Nonprofit Organization·BARTLESVILLE
3825 NW 19TH INC
Nonprofit Organization·BARTLESVILLE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Sand Springs
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Skiatook
4 PAWS PAWHUSKA ANIMAL WELFARE SOCIETY
Nonprofit Organization·PAWHUSKA
4 THE ANIMALS RESCUE INC
Nonprofit Organization·BARTLESVILLE
7TH HOPE
Nonprofit Organization·Barnsdall
ABILITYWORKS OF OKLAHOMA INC
Nonprofit Organization·BARTLESVILLE
A C T I O N MINISTRY
Nonprofit Organization·Bartlesville
Acts 238 Ministries
Nonprofit Organization·Sand Springs
ADAMS WOMENS GOLF ASSOCIATION
Nonprofit Organization·Bartlesville
AD LIB SINGERS INC
Nonprofit Organization·Bartlesville
ADRIATIC CHRISTIAN EDUCATION ASSOCIATION
Nonprofit Organization·Bartlesville
A FRESH START FOR WOMEN
Nonprofit Organization·Bartlesville
AGAPE COMMUNITY CHURCH
Nonprofit Organization·Sand Springs
AGLOW INTERNATIONAL
Nonprofit Organization·Bartlesville
AGLOW INTERNATIONAL
Nonprofit Organization·Sand Springs
AKITA RESCUE OF TULSA FOUNDATION
Nonprofit Organization·Sand Springs
ALLAN WALKER MINISTRIES INC
Nonprofit Organization·BARTLESVILLE
ALYSSA MARIE FOUNDATION
Nonprofit Organization·Bartlesville
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Bartlesville
AMBYS SAFE HOUSE AND ANIMAL RESCUE
Nonprofit Organization·BARTLESVILLE
AMERICAN CHEMICAL SOCIETY
Nonprofit Organization·Bartlesville
AMERICAN INSTITUTE OF CHEMICAL ENGINEERS
Nonprofit Organization·Bartlesville
AMERICAN LEGION
Nonprofit Organization·Skiatook
AMERICAN LEGION
Nonprofit Organization·HOMINY
AMERICAN LEGION
Nonprofit Organization·Barnsdall
AMERICAN LEGION
Nonprofit Organization·Pawhuska
AMERICAN LEGION
Nonprofit Organization·Bartlesville
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Skiatook
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Hominy
AMERICAN LEGION AUXILIARY
Nonprofit Organization·BARTLESVILLE
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Pawhuska
AMERICAN LEGION POST 0056
Nonprofit Organization·Skiatook
AMERICAN LEGION POST 105 YOUTH BASEBALL
Nonprofit Organization·BARTLESVILLE
AMERICAN LEGION POST 17
Nonprofit Organization·Sand Springs
AMERICAN LEGION WADE H & MARY E SEARS MEMORIAL TRUST
Nonprofit Organization·BARTLESVILLE
American Therapeutic Riding Center
Nonprofit Organization·Sand Springs
Ancient Free & Accepted Masons of Okla
Nonprofit Organization·Sand Springs
ANCIENT FREE & ACCEPTED MASONS OF OKLAHOMA
Nonprofit Organization·Fairfax
ANCIENT FREE & ACCEPTED MASONS OF OKLAHOMA
Nonprofit Organization·Bartlesville
ANCIENT FREE & ACCEPTED MASONS OF OKLAHOMA
Nonprofit Organization·Pawhuska
ANCIENT FREE AND ACCEPTED MASONS
Nonprofit Organization·BARTLESVILLE
ANCIENT FREE AND ACCEPTED MASONS OF OKLAHOMA
Nonprofit Organization·Skiatook
ANIMAL RESCUE FOUNDATION
Nonprofit Organization·BARTLESVILLE
AN INTERRUPTED LIFE FOUNDATION
Nonprofit Organization·Sand Springs
ARDENT STREET MINISTRY
Nonprofit Organization·Bartlesville
ARROWHEAD CHARITIES CORPORATION
Nonprofit Organization·Bartlesville
ART MAKER LLC
Nonprofit Organization·Skiatook