P
$150.7M Total AUM
$150.7M Disc. AUM
-- 3Y CAGR
6 Employees
917 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-19-2016
- Office Locations
- 3
Office Locations
9500 RAY White Road Suite 200 Keller TX
-- Little ELM TX
-- OAK Point TX
About Provision Asset, LLC
Provision Asset, LLC is a Little ELM-based RIA with 3 offices. The firm has been operating for 10 years. Managing $150.7M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
44 AVG AGE
$25.1M AVG AUM / ADVISOR
$164.3K AVG AUM / CLIENT
7.6 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CASEY LUKE SHORT
Chief Compliance Officer, Chief Financial Officer, INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #6436752
- Ownership
- 75% or more
Available
Available
Available
J
Jay David Beerley
Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #6613158
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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GWENDOLYN DEE LOUIE
Investment Advisor
- CRD
- #7428513
Available
Available
Available
J
Jonathan David McEntire
Financial Advisor
- CRD
- #7204802
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,670,233 | $148,737 |
| Non-Discretionary | $0 | -- |
| Total | $150,670,233 | $148,737 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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