Chad
Mckown

Revolution Capital, LLC

CRD#5908445
Investment Advisor
in Omaha, NE

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About this Advisor

Chad Mckown is a financial advisor based in Omaha, Nebraska, working with Revolution Capital, LLC. Chad has previously held positions at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Revolution Capital, LLC, and Thrivent. Chad has passed the Series 66 regulatory exam and is registered to provide services in Nebraska and Texas. Currently, Chad is part of Revolution Capital, LLC, which operates out of Omaha, Nebraska. The firm has 5 employees and manages assets totaling $140.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Revolution Capital, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

450 Regency Parkway Suite 300
Omaha, NE 68114

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Revolution Capital, LLC Brokerage Details

Total Assets Under Management

$140,751,342

NE Average: $1,978,216,465
Total Number of Employees

5

NE Average: 226
Total Number of Accounts

504

NE Average: 7,467
Average Account Size

$279,269

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Chad Mckown Work History

2022 - Present (3 years)

Revolution Capital, LLC

2011 - Present (14 years)

Thrivent Investment Management Inc

2011 - Present (14 years)

Thrivent Financial For Lutherans

2011 - 2021 (10 years)

Thrivent

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Disclosures

Please visit the SEC profile of Chad Mckown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Revolution Capital, LLC

Megan Fleischer
Omaha, NE
Chad Mckown
Omaha, NE
Ryan Fleischer
Omaha, NE

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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