PROVISION ASSET, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $150.7M |
| Discretionary | $150.7M100% of AUM |
| Client Accounts | 1,013 |
| Avg Account Size | $149K |
| Employees | 6 |
| Peak AUM | $150.7MMay 2026 |
| AUM CAGR | +37.9% /yrover 1 yrs · 4 filings |
AUM by Client Type
Total AUM
$151M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $151M | +49.5% | — | — | — |
| Discretionary AUM | $151M | +49.5% | |||
Key Metrics
| Total AUM | $150.7M |
| Discretionary | $150.7M |
| Employees | 6 |
| Client Accounts | 1013 |
| Client Range | 251-500 |
Contact & Location
Phone
972-987-9651
Filing History
4 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$151M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Pension Consultant