Provision Asset, LLC
● SEC registered since 2025CRD 282183SEC# 801-132214
Reg. AUM
$150.7M
Employees
6
Accounts
1,013
Location
—
Provision Asset, LLC assets under management
Provision Asset, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $150.7 million in regulatory assets under management and employs 6 people.
Provision Asset, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Casey Luke Short Control | Chief Compliance Officer/ Cfo/ Investment Advisor Representative | Over 75% | 2015 |
| Jay David Beerley | Investment Advisor Representative/ President | Under 5% | 2025 |
Frequently asked questions
How much does Provision Asset, LLC manage?
Provision Asset, LLC reports $150.7 million in regulatory assets under management on its Form ADV.
How many employees does Provision Asset, LLC have?
Provision Asset, LLC reports 6 employees.
Does Provision Asset, LLC disclose fund performance?
Provision Asset, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 972-987-9651 |
| Fax | 972-499-5004 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$150.7M▲ 49%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$150.7Mregulatory AUM
Discretionary $150.7M