Provision Asset, LLC

RIASEC RegisteredEst. 2025

Total AUM

$151M

Discretionary

$151M

100% of AUM

Avg account

$149K

Accounts

1,013

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 282183
Registered since: March 20, 2025
Website: www.provisionasset.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals63.35%
HNWI35.83%
Charitable Organizations0.47%
Corporations / Businesses0.24%
Other Investment Advisers0.11%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Provision Asset, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is positioned as a capital allocator serving both individual & family clients and institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. Provision Asset charges a mix of fee structures—percentage of AUM, hourly, fixed fees and other arrangements—and is not flagged as an active ESG investor. The firm reports SEC registration in 2025 and lists an insurance company among its industry affiliations.