Hedge Fund Database

REVISOR WEALTH MANAGEMENT LLC

Adviser information for REVISOR WEALTH MANAGEMENT LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Ohio, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 2
Registered State Investment Advisers 8
Licensed Agents of an Insurance Company 4
No. of Firms/People that Solicit Clients 4

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 6,259 $1.7B
Non-Discretionary 0 $0
Total 6,259 $1.7B

Clients

Type Number RAUM
Individuals 2,160 $600.0M
HNW Individuals 327 $1.1B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 13 $45.2M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 8 $22.4M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-120505
SEC ERA File Number 801-120505
SEC CIK Numbers 1887409
SEC CRD Numbers 169814
Legal Entity Identifier None

Principal Office

2650 W. MARKET ST.
2ND FLOOR
AKRON
OH
United States
Monday - Friday, 8:30AM - 4:30PM
Tel: 330-864-9516, Fax: 330-867-5385

Websites

www.linkedin.com/in/landon-jones-mba-cfp%c2%ae-8724a77/ www.directindex.us/ www.facebook.com/revisorpartners/ www.revisorpartners.com/ www.revisorwealth.com/ twitter.com/revisorwealth www.linkedin.com/company/revisor-wealth-management-partners/ www.linkedin.com/company/revisor-wealth-solutions/ www.facebook.com/revisorwealthsolutions/ www.revisorgroup.com/

Chief Compliance Officer

LANDON R. JONES
PRESIDENT AND CEO
2650 W. MARKET ST.
2ND FLOOR
AKRON
OH
United States
Tel: 330-864-9516
Fax: 330-867-5385
(Full email address available in API data)

Regulatory Contact

ETHAN DUNBAR
OPS AND LOGISTICS
2650 W. MARKET ST.
2ND FLOOR
AKRON
OH
United States
Tel: 330-864-9516
Fax: 330-867-5385
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LRJ CONSULTING, INC. Domestic Entity – HOLDING COMPANY/PARENT 12/2013 > 75%
JONES, LANDON, RAY Individual – PRESIDENT, CEO AND CCO 02/2004 < 5%
JONES, LANDON, RAY Individual LRJ CONSULTING, INC. PRESIDENT 10/2005 > 75%
Dunbar, Ethan, N. Individual – CHIEF OPERATIONS OFFICER 03/2018 5-10%

No. Employees, Historic

1050202120222023202420256 on 2/10/20216 on 3/31/20216 on 11/3/20218 on 3/29/20228 on 4/20/20227 on 8/19/20227 on 3/29/20237 on 4/5/20237 on 4/5/20239 on 5/22/202310 on 6/23/202310 on 3/15/202410 on 3/25/2024

RAUM, Historic

2B1B020212022202320242025458682912 on 2/10/2021458682912 on 3/31/2021709060493 on 11/3/2021821415125 on 3/29/2022782415021 on 4/20/2022782415021 on 8/19/2022920567754 on 3/29/2023920567754 on 4/5/2023920567754 on 4/5/2023920567754 on 5/22/2023920567754 on 6/23/20231722228919 on 3/15/20241722228919 on 3/25/2024

No. Clients, Historic

3,0001,500020212022202320242025554 on 2/10/2021554 on 3/31/2021711 on 11/3/2021878 on 3/29/2022842 on 4/20/2022842 on 8/19/20221227 on 3/29/20231227 on 4/5/20231227 on 4/5/20231227 on 5/22/20231227 on 6/23/20232508 on 3/15/20242508 on 3/25/2024

Holdings

From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMCOR PLC ORD 315K 32K –
LINDE PLC SHS 447K 1K –
MEDTRONIC PLC SHS 229K 3K –
PENTAIR PLC SHS 430K 6K –
CHUBB LIMITED COM 372K 1K –
AFLAC INC COM 416K 5K –
ABBOTT LABS COM 437K 4K –
ABBVIE INC COM 733K 4K –
AIR PRODS & CHEMS INC COM 264K 1K –
ALPHABET INC CAP STK CL C 292K 2K –
ALPHABET INC CAP STK CL A 772K 4K –
AMAZON COM INC COM 1M 8K –
AMERICAN EXPRESS CO COM 632K 3K –
APPLE INC COM 16M 74K –
ARCHER DANIELS MIDLAND CO COM 269K 4K –
ATMOS ENERGY CORP COM 333K 3K –
AUTOMATIC DATA PROCESSING IN COM 366K 2K –
BECTON DICKINSON & CO COM 263K 1K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 734K 2K –
BROWN & BROWN INC COM 340K 4K –
BROWN FORMAN CORP CL B 211K 5K –
C H ROBINSON WORLDWIDE INC COM NEW 263K 3K –
CARDINAL HEALTH INC COM 336K 3K –
CATERPILLAR INC COM 409K 1K –
CHEVRON CORP NEW COM 446K 3K –
CHURCH & DWIGHT CO INC COM 406K 4K –
CINCINNATI FINL CORP COM 4M 31K –
CINTAS CORP COM 488K 697 –
CLOROX CO DEL COM 316K 2K –
COCA COLA CO COM 499K 8K –
COLGATE PALMOLIVE CO COM 372K 4K –
CONSOLIDATED EDISON INC COM 283K 3K –
CRONOS GROUP INC COM 24K 10K –
DBX ETF TR XTRACK USD HIGH 2M 69K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 700K 22K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 276K 7K –
DOVER CORP COM 430K 2K –
DUKE ENERGY CORP NEW COM NEW 442K 4K –
ECOLAB INC COM 353K 1K –
EMERSON ELEC CO COM 471K 4K –
ESSEX PPTY TR INC COM 317K 1K –
EXPEDITORS INTL WASH INC COM 362K 3K –
EXXON MOBIL CORP COM 742K 6K –
META PLATFORMS INC CL A 1M 2K –
FAIR ISAAC CORP COM 274K 184 –
FARMERS & MERCHANTS BANCORP COM 270K 12K –
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 297K 3K –
FLAHERTY & CRUMRINE DYNAMIC SHS 1M 58K –
FRANKLIN RESOURCES INC COM 283K 13K –
GAMESTOP CORP NEW CL A 303K 12K –
GE VERNOVA INC COM 315K 2K –
GENERAL DYNAMICS CORP COM 609K 2K –
GE AEROSPACE COM NEW 1M 7K –
GENUINE PARTS CO COM 328K 2K –
GRACO INC COM 226K 3K –
GRAINGER W W INC COM 413K 458 –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 326K 6K –
GULFPORT ENERGY CORP COMMON SHARES 210K 1K –
HIGH TIDE INC COM NEW 24K 11K –
HOME DEPOT INC COM 333K 968 –
HORMEL FOODS CORP COM 216K 7K –
ILLINOIS TOOL WKS INC COM 357K 2K –
INDEXIQ ETF TR FTSE INTERNL EQT 807K 30K –
INTERACTIVE BROKERS GROUP IN COM CL A 406K 3K –
INTERNATIONAL BUSINESS MACHS COM 389K 2K –
INTERPUBLIC GROUP COS INC COM 223K 8K –
INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 284K 14K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 276K 7K –
ISHARES INC EM MKTS DIV ETF 6M 237K –
ISHARES TR S&P MC 400GR ETF 211K 2K –
ISHARES TR ISHS 5-10YR INVT 4M 80K –
ISHARES TR US OIL EQ&SV ETF 858K 39K –
ISHARES TR FLTG RATE NT ETF 315K 6K –
ISHARES TR CORE INTL AGGR 1M 21K –
JOHNSON & JOHNSON COM 647K 4K –
JUMIA TECHNOLOGIES AG SPONSORED ADS 1M 170K –
KENVUE INC COM 185K 10K –
KIMBERLY-CLARK CORP COM 311K 2K –
ELI LILLY & CO COM 1M 1K –
LOWES COS INC COM 634K 3K –
MCCORMICK & CO INC COM NON VTG 276K 4K –
MCDONALDS CORP COM 352K 1K –
MERCK & CO INC COM 222K 2K –
MICROSOFT CORP COM 2M 4K –
MICROSTRATEGY INC CL A NEW 412K 299 –
MOLINA HEALTHCARE INC COM 221K 744 –
NEXTERA ENERGY INC COM 273K 4K –
NORDSON CORP COM 228K 985 –
NORTHERN LTS FD TR IV INSPIRE 100 ETF 2M 64K –
NORTHERN LTS FD TR IV INSPIRE SML/ MID 522K 15K –
NUCOR CORP COM 448K 3K –
NVIDIA CORPORATION COM 1M 11K –
ORACLE CORP COM 225K 2K –
PPG INDS INC COM 354K 3K –
PEPSICO INC COM 455K 3K –
PHILLIPS EDISON & CO INC COMMON STOCK 315K 10K –
PIMCO ETF TR 25YR+ ZERO U S 557K 7K –
PLANET LABS PBC COM CL A 24K 13K –
PRICE T ROWE GROUP INC COM 276K 2K –
PROCTER AND GAMBLE CO COM 885K 5K –
PROGRESSIVE CORP COM 319K 2K –
REALTY INCOME CORP COM 447K 8K –
R1 RCM INC COM 189K 15K –
ROPER TECHNOLOGIES INC COM 366K 649 –
S&P GLOBAL INC COM 438K 982 –
SPDR S&P 500 ETF TR TR UNIT 516K 948 –
SPDR GOLD TR GOLD SHS 211K 980 –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 4M 103K –
SPDR SER TR PORTFOLIO SHORT 7M 227K –
SPDR SER TR S&P DIVID ETF 288K 2K –
SPDR DOW JONES INDL AVERAGE UT SER 1 606K 2K –
SPDR SER TR BLOOMBERG INVT 959K 31K –
SPDR SER TR PORTFLI HIGH YLD 2M 99K –
SPDR SER TR BLOOMBERG 1-3 MO 4M 48K –
SAIA INC COM 351K 739 –
SALESFORCE INC COM 201K 783 –
SCHWAB STRATEGIC TR US LRG CAP ETF 333K 5K –
SCHWAB STRATEGIC TR US LCAP GR ETF 2M 16K –
SCHWAB STRATEGIC TR INTL EQTY ETF 503K 13K –
SCHWAB STRATEGIC TR US AGGREGATE B 1M 22K –
SCHWAB STRATEGIC TR SHT TM US TRES 426K 9K –
SCHWAB STRATEGIC TR US TIPS ETF 1M 22K –
SHERWIN WILLIAMS CO COM 368K 1K –
SMITH A O CORP COM 323K 4K –
SMUCKER J M CO COM NEW 253K 2K –
SOUTHERN CO COM 233K 3K –
STANLEY BLACK & DECKER INC COM 226K 3K –
SYSCO CORP COM 373K 5K –
TARGET CORP COM 317K 2K –
TESLA INC COM 431K 2K –
3M CO COM 330K 3K –
VANECK ETF TRUST IG FLOATING RATE 637K 25K –
VANGUARD WORLD FD MEGA CAP VAL ETF 936K 8K –
VANGUARD WORLD FD MEGA CAP INDEX 337K 2K –
VANGUARD BD INDEX FDS INTERMED TERM 10M 135K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 526K 4K –
VANGUARD WHITEHALL FDS INTL DVD ETF 7M 84K –
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 3M 42K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 225K 2K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 564K 13K –
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 264K 3K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 4M 51K –
VANGUARD MUN BD FDS TAX EXEMPT BD 460K 9K –
VANGUARD INDEX FDS S&P 500 ETF SHS 751K 2K –
VANGUARD INDEX FDS SML CP GRW ETF 405K 2K –
VANGUARD INDEX FDS SM CP VAL ETF 499K 3K –
VANGUARD INDEX FDS MID CAP ETF 510K 2K –
VANGUARD INDEX FDS LARGE CAP ETF 486K 2K –
VANGUARD INDEX FDS VALUE ETF 272K 2K –
VANGUARD INDEX FDS SMALL CP ETF 788K 4K –
VANGUARD INDEX FDS TOTAL STK MKT 345K 1K –
VISA INC COM CL A 688K 3K –
WALMART INC COM 1M 17K –
WALGREENS BOOTS ALLIANCE INC COM 193K 16K –
WEST PHARMACEUTICAL SVSC INC COM 319K 967 –
WILLSCOT MOBIL MINI HLDNG CO COM CL A 429K 11K –
WISDOMTREE TR US TOTAL DIVIDND 505K 7K –
WISDOMTREE TR US HIGH DIVIDEND 211K 2K –
WISDOMTREE TR FLOATNG RAT TREA 532K 11K –