Provenio Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Provenio Capital Management reports 128 clients. They include 94 high-net-worth individuals, 16 insurance companies and 13 pooled investment vehicles. Of its assets, 15.0% ($244M across 17 accounts) are managed with discretion; $1.39B across 115 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 73% | 76% |
| Pooled investment vehicles | 10% | 7% |
| Pension and profit-sharing plans | 4% | 2% |
| Charitable organizations | Fewer than 5 | 4% |
| Insurance companies | 13% | 12% |
| Other client typesCorporations and other businesses | Not reported | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 94 | $1.24B | 76.1% | $13.2M |
| Pooled investment vehicles | 13 | $106M | 6.5% | $8.19M |
| Pension and profit-sharing plans | 5 | $26.1M | 1.6% | $5.22M |
| Charitable organizations | Fewer than 5 | $59M | 3.6% | — |
| Insurance companies | 16 | $199M | 12.2% | $12.4M |
| Corporations and other businesses | Fewer than 5 | $480K | 0.0% | — |
| Total | 128 | $1.63B | 100% | — |
- Clients
- 94
- Regulatory AUM
- $1.24B
- AUM share
- 76.1%
- Avg. per client
- $13.2M
- Clients
- 13
- Regulatory AUM
- $106M
- AUM share
- 6.5%
- Avg. per client
- $8.19M
- Clients
- 5
- Regulatory AUM
- $26.1M
- AUM share
- 1.6%
- Avg. per client
- $5.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $59M
- AUM share
- 3.6%
- Avg. per client
- —
- Clients
- 16
- Regulatory AUM
- $199M
- AUM share
- 12.2%
- Avg. per client
- $12.4M
- Clients
- Fewer than 5
- Regulatory AUM
- $480K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 128
- Regulatory AUM
- $1.63B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Provenio Capital Management charges 0.25%–1.00% a year for its Investment Advisory Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Other Planning Services
- Other planning services are a mutually agreed flat fee that may range from $5,000 to $50,000 depending on the scope of services performed.
Provenio Capital LLC owns 75% or more of Provenio Capital Management and is in turn owned by Murphy Family Trust DTD 04/03/2001 (50–75%). Kevin Murphy is CEO; the leadership team includes President Jeremy Chused, Chief Investment Officer Benjamin Durrant and Chief Compliance Officer Reshma Patel. It has 11 employees, 6 of them in advisory roles.
Leadership
- Kevin MurphyMember, Co-Founder and Chief Executive Officer
- Jeremy ChusedSenior Vice President of Investment Operations
- Reshma PatelSenior Vice President of Operations and Chief Compliance Officer
- Benjamin DurrantMember, Co-Founder and Chief Investment Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Jeremy David Chused
- Benjamin Paul Wynn Durrant
- Christopher Gerard Kelly JR
- Kevin Michael Murphy
Staff
- 11 employees
- 6 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- 2 soliciting firms
- Owns 75% or more of Provenio Capital Management LLC
Provenio Capital LLC
Control person · since June 2016
- Owns 50% to 75% of Provenio Capital LLC
Murphy Family Trust DTD 04/03/2001
Control person · since June 2016
- Owns 50% to 75% of Murphy Family Trust DTD 04/03/2001
Kevin Murphy
Control person · since April 2001
- Owns 50% to 75% of Murphy Family Trust DTD 04/03/2001
Tracy Murphy
Control person · since April 2001
- Owns 50% to 75% of Provenio Capital Management LLC
Benjamin Durrant
Control person · since May 2022
- Owns 50% to 75% of Provenio Capital Management LLC
Jennifer Gross
Control person · since May 2022
Provenio Capital Management’s regulatory assets went from $1.64B (July 2025) to $1.63B (July 2026); clients were 128 in both filings and employees were 11 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.63B | 128 | 11 | 1 |
| July 2025 | $1.64B | 124 | 11 | 1 |
Besides its headquarters, Provenio Capital Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 4400 Macarthur BLVD., Suite 300, Newport BeachHQ
Contact and registration details
- Legal name
- Provenio Capital Management LLC
- Headquarters
- 4400 Macarthur BLVD., Suite 300, Newport Beach, CA 92660
- Website
- proveniocapital.com
- Phone
- 949-301-9060
- @provenio-capital-inc
- SEC file
- 801-131264
- Structure
- California LLC
- Fiscal year end
- December
Provenio Capital Management has custody of $140M in client assets for 55 clients.
At year end, Provenio Capital Management’s separately managed accounts were mostly in funds (92%).
What the accounts hold
- Stocks2%
- Funds92%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash4%
How many clients does Provenio Capital Management have?
Provenio Capital Management has 128 clients and manages $1.63 billion for them, as of July 2026. They include 94 high-net-worth individuals, 16 insurance companies and 13 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 July 2026
What services does Provenio Capital Management offer?
Provenio Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Provenio Capital Management charge?
Provenio Capital Management charges 0.25%–1.00% a year for its Investment Advisory Services. The fee is billed in arrears and is negotiable.
Source: PROVENIO CAPITAL - FORM ADV PART 2A, filed 21 July 2026
How many financial advisors does Provenio Capital Management have?
Provenio Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Provenio Capital Management invest in?
At the end of its last fiscal year, Provenio Capital Management’s separately managed accounts held 92% pooled vehicles (private funds and similar), 4% cash and equivalents, 2% exchange-traded equities, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Provenio Capital Management?
Provenio Capital Management is owned through a chain of holding companies by Kevin and Tracy Murphy. Its direct owners are Provenio Capital LLC (75% or more), Benjamin Durrant (50% to 75%) and Jennifer Gross (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 21 July 2026
How does Provenio Capital Management get paid?
Provenio Capital Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Provenio Capital Management registered with the SEC?
Yes, Provenio Capital Management has been registered with the SEC as an investment adviser since 8 October 2024. Its CRD number is 333009 and its SEC file number is 801-131264.
Source: Form ADV Part 1A, Item 1, filed 21 July 2026; IAPD firm record
How do I contact Provenio Capital Management?
Provenio Capital Management’s main office is at 4400 Macarthur BLVD., Suite 300, Newport Beach, CA 92660. Its phone number is 949-301-9060. Its website is proveniocapital.com.