Chad A. Mckown

REVOLUTION CAPITAL

Omaha, NE 68114

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CRD#: 5908445

Professional summary

Chad Alan Mckown is a registered financial advisor currently at REVOLUTION CAPITAL, LLC located in Omaha, Nebraska.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Chad has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Licensed Insurance Agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Alan Mckown's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 23, 2022 - Present

REVOLUTION CAPITAL, LLC

Office #1: 450 Regency Parkway Suite 300, Omaha, NE 68114

RIA

CRD#: 300496

Omaha, NE

Past

November 28, 2011 - October 28, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

Madison, NE

Past

October 11, 2011 - October 28, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

Madison, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REVOLUTION CAPITAL, LLC

REVOLUTION CAPITAL, LLC | REVOLUTION GROUP, LLC | REVOLUTION GROUP

CRD#: 300496 / SEC#: 801-129225

RIA

Registered Investment Advisory firm - (1/11/2024 Approved)

Nebraska

Registered Investment Advisory firm - (5/7/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/7/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nebraska
(1/26/2022)

IAR

Texas
(1/23/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/21/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/10/2011

General Securities Representative Examination

Current Firm

REVOLUTION CAPITAL, LLC

REVOLUTION CAPITAL, LLC | REVOLUTION GROUP, LLC | REVOLUTION GROUP

CRD#: 300496 / SEC#: 801-129225

RIA

Registered Investment Advisory firm - (1/11/2024 Approved)

Nebraska

Registered Investment Advisory firm - (5/7/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/7/2024 Terminated)

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Contact information

Main Address

450 Regency Parkway Suite 300, Omaha, NE 68114

Mailing Address

Phone number

(402) 933-3371

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REVOLUTION CAPITAL, LLC WRAP FEE PROGRAM (3/17/2025)

ADV PART 2A-REVOLUTION CAPITAL, LLC (3/17/2025)

Regulatory assets under management

Total Number of Accounts	633
AUM (Assets Under Management)	$ 179,802,049

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Chad A. Mckown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Alan Mckown's CRS (Customer Relationship Summary).

Certified licenses

Experience

REVOLUTION CAPITAL, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

REVOLUTION CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/21/2011

SIE

Date: 10/1/2018

Series 7

Date: 10/10/2011

Current Firm

REVOLUTION CAPITAL, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REVOLUTION CAPITAL, LLC

TRUST BUT VERIFY

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