Provenio Capital

RIASEC RegisteredEst. 2024

Total AUM

$1.6B

Discretionary

$244M

15% of AUM

Avg account

$12.4M

Accounts

132

Employees

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 333009
Registered since: October 8, 2024
Website: www.proveniocapital.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI76.06%
Insurance Companies12.19%
Pooled Investment Vehicles6.52%
Charitable Organizations3.61%
Pension & Profit Sharing Plans1.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Provenio Capital is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm positions itself as a capital allocator serving both individual/family clients and institutional investors. Its advisory services span financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and the selection of outside advisers. The firm’s fees are a mix of percentage-of-assets, fixed fees, and performance-based arrangements, reflecting a willingness to structure compensation around outcomes. Provenio Capital is not identified as an active ESG investor. The filing lists the firm as a domestic entity and indicates insurance industry affiliation.