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 Asset Preservation Strategies to Safeguard Generational Wealth

Revolution Group, LLC |
High net worth asset preservation strategies are central to long-term financial security. For affluent individuals and families, preserving wealth is just as critical as growing it. At Revolution Group, we understand that true preservation requires a deliberate, multi-faceted approach—one that addresses both market risks and personal priorities. As the financial landscape continues to evolve, we help clients adapt their strategies to remain confident in the face of uncertainty while protecting what they’ve worked hard to...

High Net Worth Financial Planning Strategies for Long-Term Confidence

Revolution Group, LLC |
High net worth financial planning strategies provide a roadmap for maintaining clarity, control, and confidence in the face of complexity. At Revolution Group, we work with individuals and families who are navigating meaningful levels of wealth and seeking more than just financial advice—they’re seeking a long-term plan that supports what matters most to them. Whether your focus is growth, preservation, succession, or all of the above, the strategies we implement are tailored, thoughtful, and designed...

Ryan Fleischer Nominated as Chief Investment Officer of the Year by ThinkAdvisor*

Revolution Group, LLC |
Revolution Group LLC is pleased to announce that our Founder and Chief Investment Officer, Ryan Fleischer, has been officially nominated for the 2025 ThinkAdvisor Luminaries Award in the category of Chief Investment Officer of the Year. This nomination represents more than individual recognition — it affirms the strength of our firm’s approach to managing private capital with precision, foresight, and fiduciary responsibility. Ryan’s leadership continues to shape the way our clients grow, preserve, and transfer...