Overview
Assets Under Management: $144 million
High-Net-Worth Clients: 42
Average Client Assets: $1.3 million
Frequently Asked Questions
PROVISION ASSET, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282183), PROVISION ASSET, LLC is subject to fiduciary duty under federal law.
PROVISION ASSET, LLC serves 42 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, PROVISION ASSET, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PROVISION ASSET, LLC manages $144 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, PROVISION ASSET, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.27%
Average Client Assets: $1.3 million
Total Client Accounts: 992
Discretionary Accounts: 992
Regulatory Filings
CRD Number: 282183
Filing ID: 2047529
Last Filing Date: 2026-02-26 11:44:49