9AT: REVERE ASSET

Adviser Profile

As of Date	02/13/2026
Registration	SEC, Approved, 10/11/2022
Other registrations (6)	California, Terminated, 11/11/2022 Colorado, Terminated, 10/25/2022 Michigan, Terminated, 10/19/2022 Virginia, Terminated, 10/13/2022 Florida, Terminated, 10/12/2022 Texas, Terminated, 10/12/2022
ADV Location	ALLEN, TX, United States
Contact Info	855 xxxxxxx
Websites

AUM^*	407,915,528 88%
of that, discretionary	407,915,528 88%
Number of Employees	7 75%
of those in investment advisory functions	5 25%
Private Fund GAV^*	0
Avg Account Size	367,491 25%
% High Net Worth	20.96% 15%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser LIFE PLAN FINANCIAL ADVISORY GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM157.5m	#Funds-
Adviser DENVER WEALTH MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM529.8m	#Funds-
Adviser INCOME & ASSET ADVISORY, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM174.8m	#Funds-
Adviser AXIM PLANNING & WEALTH	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM127.2m	#Funds-
Adviser THE MAIN STREET GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM515.3m	#Funds-
Adviser ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM318.9m	#Funds-
Adviser COLUMBIA ADVISORY PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund16.0m	Venture Capital Fund-	Other Fund-	Total Private Fund GAV16.0m	AUM312.6m	#Funds3
Adviser STRATEGIC PLANNING, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM376.6m	#Funds-
Adviser CHRISTIAN FINANCIAL ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM218.7m	#Funds-
Adviser STRAIT & SOUND	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM333.7m	#Funds-

Brochure Summary

Overview

Revere Asset Management, Inc. DBA Revere Asset, formerly NorAm Asset Management, Inc. is located in Dallas, Texas and has been servicing clients since 2010. Revere Asset Management, Inc. is owned by Daniel Stewart, President, Chief Executive Officer and Chief Compliance Officer and Donald Vandenbord, Chief Investment Officer and Senior Portfolio Manager. Revere Asset Management, Inc. (referred to as “RAM”, “Revere Asset”, “the Firm” or “We”) is a Registered Investment Advisor providing financial and investment advice to our clients. We provide services inherent in the financial services industry and we are committed to complete transparency. Further, we are not brokers and we do not sell securities for commission, and we do not accept fees or commissions from sellers of securities that we may acquire on behalf of our clients. We represent only our clients. Advisory Services We provide investment advisory and consulting services to individuals, trusts, estates, pension and profit- sharing plans and charitable organizations. Investment advice and portfolio management services are provided on a continuing basis which includes the appropriate allocation of managed assets among cash, stocks, mutual funds and bonds. We may recommend other advisors as stated below and in Item 10. This selection of specific securities which will provide proper diversification and help meet the client’s

stated investment objectives. Our Advisory Services are tailored to handle all market conditions to help the client meet their specific needs and goals. When we provide investment advice regarding your r retirement accounts, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money can create conflicts of interest, so we operate under a special rule that requires us to act in your best interest. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. We do not participate in Wrap Fee Programs. The firm does not accept accounts unless the clients grant limited discretionary authority in line with being a fiduciary. Our assets under management as of May 28, 2024, are $ 156,569,026, managed on a discretionary basis

REVERE ASSET

REVERE ASSET

NORAM ASSET MANAGEMENT, INC.

REVERE ASSET MANAGMENT, INC.

REVERE ASSET MANAGEMENT, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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REVERE ASSET REVERE ASSET NORAM ASSET MANAGEMENT, INC. REVERE ASSET MANAGMENT, INC. REVERE ASSET MANAGEMENT, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

REVERE ASSET

REVERE ASSET

NORAM ASSET MANAGEMENT, INC.

REVERE ASSET MANAGMENT, INC.

REVERE ASSET MANAGEMENT, INC.