SourcingSourcing

REVO FINANCIAL, LLC

B58
CRD 172646·SEC 801-132034·BARTLESVILLE, OK
AUM
$135.4M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$406K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REVO FINANCIAL, LLC
CRD
172646
SEC file #
801-132034
EIN
—
DBA names
—

Economics

AUM
$135.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$118.6M → $135.4M▲ +14%
Client mix
Individuals Other132
Individuals High Net Worth34

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
3 advisors → 2 advisors▼ -33%
Primary office
BARTLESVILLE OK
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersPublication of periodicals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/10/2026
ADV-W filed at
—
Website
linkedin.com/in/lucas-nettles(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KMN SERVICES, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
KMN SERVICES, LP
NETTLES, JON, AUBREY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:revo.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1159
Soi Zip Pct 200k Plus
0.0262
Soi Zip Returns 200k Plus
140
Soi Zip Total AGI
279,887
Fdic Zip Total Deposits
13,225,991,000
Fdic Zip Branch Count
189
Fdic Zip Top Banks
Arvest Bank
WestStar Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
Altruist4
E*trade4
Fdic Zip Branches Raw
Boatmen's First National Bank of OklahomaBartlesville, OK
Commercial Federal Bank, a Federal Savings BankBartlesville, OK
Fdic Zip HHI
3266.17
Fdic Zip Top Bank Share Pct
53.12
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI26,257
Returns2,080
Stub 2
AGI57,150
Returns1,590
Stub 3
AGI41,755
Returns680
Soi Zip Total Business Income
8,059
Soi Zip Total Cap Gains
8,344
Soi Zip Total Dividends
4,623
Soi Zip Total Returns
5,350
Trust Company Affiliate
No

People (2)

2
NETTLES, LUCAS, ELI
IAR · Executive Officer · 2.5%
7036336
NETTLES, JON, AUBREY
IAR · Executive Officer · 2.5%
4555755