Dan Stewart

Personal Finance, Retirement, Investing
“With over 20 years of experience in the financial services industry, Daniel Stewart helps his clients achieve their investment goals by providing actionable, non-biased research and advisory services.”

Revere Asset Management

Job Title:

President & CIO


Daniel Stewart is President & CIO of Revere Asset Management and has been providing financial services and portfolio management for over twenty years.  Revere Asset is a Fee Based RIA which Always Acts as a Fiduciary in the Best Interest of its Clients.  Prior to joining Revere Asset Management, Dan advised on investment portfolios exceeding $200M. He is also well versed in comprehensive planning including corporate, individual, and estate planning.

Dan joined the NorAm Capital team in 2010 to create and manage their Private Wealth Management firm. This eventually led Dan to buy the business and rename it Revere Asset Management. He graduated from The University of Texas at San Antonio with concentrations in Finance and Accounting. Dan has passed the CPA Examination on the first attempt and subsequently earned his CFA® Charter (Chartered Financial Analyst).

Dan, a native of San Antonio, Texas, is married with 3 children. Dan played NCAA tennis on a full scholarship at Vanderbilt University. He played professional tennis on the United States and European circuit and was then the Head Tennis Professional at both the Retama Polo & Tennis Club and Thousand Oaks Indoor/Outdoor Racquet Club, in San Antonio, Texas.  


Chartered Financial Analyst (CFA®), BBA in Accounting

Assets Under Management:

$30 million

Fee Structure:

Fee Based Only - Fiduciary with No Conflicts of Interest

CRD Number:


Insurance License:

#Yes Primarily Term


No information presented constitutes a recommendation by Revere Asset Management, to buy, sell or hold any security, financial product or instrument discussed therein or to engage in any specific investment strategy. The content neither is, nor should be construed as, an offer, or a solicitation of an offer, to buy, sell, or hold any securities by Revere Asset Management. Revere Asset Management does not offer or provide any opinion regarding the nature, potential, value, suitability or profitability of any particular investment or investment strategy, and you are fully responsible for any investment decisions you make. Such decisions should be based solely on your evaluation of your financial circumstances, investment objectives, risk tolerance and liquidity needs.

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March 2017
    401(k), IRAs, Retirement Savings
October 2017
February 2017
July 2017
August 2017

All Answers
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    Investing, Stocks
What is the ideal number of stocks to have in a portfolio?
100% of people found this answer helpful

This all depends on the strategy, level of aggressiveness, and return you are seeking. But if you are asking how many stocks for a diversified portfolio, studies have shown that if you want to replicate the return on the S&P 500, then you need between 14-22 stocks.

You would use a matrix (grid) of the various sectors of the S&P 500 so you own around 3 stocks in each major sector. This gives you enough diversification without too much tracking error while keeping transaction costs down.

If you are trying to be more aggressive and this is your more speculative money, then I would say around 8 stocks. But you need to monitor them closely.

Hope this helps. Happy Holidays, Dan Stewart CFA®

December 2016
    Financial Planning, IRAs, Starting Out
Should I save more in a non-retirement account due to future health concerns?
100% of people found this answer helpful
April 2017
    Debt, Financial Planning, Investing
Should I focus on paying off student loans or investing?
100% of people found this answer helpful
April 2017
    International / Global
What is the correlation between rising interest rates and the value of a country's currency?
100% of people found this answer helpful
April 2017
    Bonds / Fixed Income, Senior Care
Should I cash in I bonds to help pay for my mother's assisted living expenses?
100% of people found this answer helpful
March 2017