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Nicholas George Cargill

Revisor Wealth Management LLC

Akron, OH

Copley, OH

CRD 7603994

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Employer firm

Revisor Wealth Management LLC CRD 169814

$2.53B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Revisor Wealth Management Llc

2650 W. Market St. 2Nd Floor, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-08-29
  • OH RA
    APPROVED
    Since 2022-08-29

Branch Locations

2650 W. Market St. 2Nd Floor, Akron, OH 44333 • United States

11 Harvester Dr, Copley, OH 44321 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Veritas Classical Christian School Richmond VA 08/2011 05/2018
University Of Richmond Richmond VA 08/2018 05/2022
Revisor Wealth Management Partners Solon OH 07/2022 Present
Revisor Wealth Management Llc Copley OH 08/2022 Present
  • 08/2011 → 05/2018
    Veritas Classical Christian School
    Richmond, VA
  • 08/2018 → 05/2022
    University Of Richmond
    Richmond, VA
  • 07/2022 → Present
    Revisor Wealth Management Partners
    Solon, OH
  • 08/2022 → Present
    Revisor Wealth Management Llc
    Copley, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-25
  • S65 Uniform Investment Adviser Law Examination
    2022-08-25

View on SEC IAPD

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KEVIN JAMES BAUER
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Nearby Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH

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