PPrivate Fund Data Log in Join · $37/mo

Provision Asset, LLC

● SEC registered since 2025CRD 282183SEC# 801-132214
Export (members)
Reg. AUM
$100.8M
Employees
6
Accounts
786
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 $100.8 million in regulatory assets under management and employs 6 people.

Provision Asset, LLC owners & executives

2 reported
NameTitleOwnershipSince
Casey Luke Short ControlChief Compliance Officer/ Cfo/ Investment Advisor RepresentativeOver 75%2015
Jay David BeerleyInvestment Advisor Representative/ PresidentUnder 5%2025

Frequently asked questions

How much does Provision Asset, LLC manage?

Provision Asset, LLC reports $100.8 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

Phone972-987-9651
Fax972-499-5004
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$100.8M
Non-discretionary$0
Total (RAUM)$100.8M