Our Core Beliefs

 

Trust

  • + Trusted client loyalty with 99% account retention

 

Fiduciary Standards

 

Zero Conflicts

  • + No self-serving products or relationships
  • + No proprietary products to promote
  • + No business relationships to promote

 

Transparency

  • + Upfront pricing
  • + No commissions
  • + No hidden fees
  • + 3rd Party statements & reporting
  • + 24/7 Access with client app & portal

 

Complex Accountability

  • + Accountable to SEC and State Regulators

 

Definitive Contracts

  • + Customizable services
  • + Simple, custom contracts on your terms
  • + Terminate any time
  • + Add or subtract family office services or planning services

Talk with Founder

REAL FIDUCIARY™ STANDARD

Our REAL FIDUCIARY™ approach ensures your interests and financial well-being come first, setting us apart from other firms that merely label themselves as fiduciaries. Unlike conventional practices, we've crafted this approach as a clear litmus test, affirming our commitment to act in your best interests. It's not just a set of aspirations; it's a stance against practices we reject. This unique service prioritizes your financial well-being, distinguishing our approach from those in the industry that may claim the fiduciary title without true adherence.

  • + Uphold a legal and ethical obligation to prioritize clients' interests above all else

  • + Provide customized portfolios & planning based on client’s needs and goals; never transactional

  • + Maintain full transparency of portfolios and investments

  • + Incorporate thoughtful risk mitigation

  • + Be conflict free from all banks, broker/dealers, insurance companies, trust departments and custodians

  • + Utilize independent third-parties to measure performance

  • + Zero commissions

  • + Never pay for shelf

  • + Never create proprietary products or price any public security

  • + Never hold client assets, securities, or capital

*Real Fiduciary™ Standard refers to Revolution Capital, LLC and has been adopted by the Registered Investment Advisor and not its affiliated entities..

Watch this short video to learn more about our REAL FIDUCIARY™ STANDARD which goes above and beyond the global fiduciary standard and those that call themselves a fiduciary.

 

 

Our Customizable and Exclusive Services

Wealth Management

  • + Goals & needs based
  • + Custom & flexible solutions
  • + Exclusive private investment asset sleeves
  • + Innovative portfolio construction
  • + Tax-efficient

Business Advisement & Transition

  • + Pre & post-sale
  • + Be attractive and ready
  • + Grow your value
  • + Efficiently maximize your business harvest
  • + Mitigate your risk
  • + Transition planning
  • + Recapitalization advisement

Family Office

  • + Lifestyle
  • + Advanced resources
  • + Travel
  • + Advocacy
  • + Wellness

Make the Change

 

Watch this short interview with our Founder, Ryan Fleischer at a recent Private Investment conference.

Founder Interview from Revolution Group on Vimeo.

Leadership Team

Latest Blogs & Podcasts

High Net Worth Wealth Planning: Building Strategy Around Purpose and Precision

Revolution Group, LLC |
For high-net-worth individuals, financial success isn’t just about growing wealth—it’s about sustaining it, directing it, and planning for the known and the unknown. High net worth wealth planning is the process that brings order to complexity, aligns strategy with values, and ensures that every decision contributes to a cohesive long-term vision. At Revolution Group, we serve clients who understand that true wealth planning must go deeper than basic investment advice. It’s not about reacting to...

Ultra High Net Worth Legacy Planning: Aligning Wealth with Generational Purpose

Revolution Group, LLC |
For ultra high net worth families, the question is no longer just how to grow wealth—but how to sustain it across generations, protect its integrity, and ensure it reflects the values of those who built it. Ultra high net worth legacy planning is the strategic blueprint that bridges financial capital with personal purpose. At Revolution Group, we work with families to create legacy plans that are both technically sound and emotionally intelligent. This goes beyond...

High Net Worth Wealth Management: Strategies for Building and Preserving Legacy

Revolution Group, LLC |
Managing significant wealth requires more than investment returns. This article explores how high net worth wealth management helps families navigate tax strategies, asset allocation, and multigenerational planning. Learn how Revolution Group partners with ultra-wealthy families to preserve legacy while minimizing risk