# William Downey

> William Downey is a fee-only financial advisor at Rev Capital in Marietta, Georgia. William charges a percentage of assets (1% a year on the first tier of assets managed and a $1,000,000 asset minimum).

Page: https://find.wellspent.co/advisors/william-downey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Rev Capital
- **Based in:** Marietta, Georgia
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $1,000,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $56.8M across 167 accounts
- **Works with:** Founders, Retirees, Pre-retirees, Divorced individuals, Multi-generational families
- **CRD:** 2807026 (https://adviserinfo.sec.gov/individual/summary/2807026)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (1996)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.rev-capital.com

## Frequently asked questions

### Is William Downey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Rev Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does William charge for financial advice?

William charges a percentage of assets.

### How much does William charge?

According to Rev Capital's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.

### Does William work with clients virtually?

Yes. Rev Capital says on its website that it works with clients remotely.

### Where is William Downey based?

William Downey is based in Marietta, Georgia.

### Is William Downey registered with the SEC?

Yes. William Downey is registered as an investment adviser representative in GA (CRD 2807026), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rev Capital manage?

Rev Capital reports $56.8M across 167 accounts in assets under management.

### How do I contact William Downey?

Through William's website, www.rev-capital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2807026): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.rev-capital.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
