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Benjamin D
Series 63, Series 65, Series 66
Newport Beach, CA
Provenio Capital
Benjamin Durrant is a financial advisor at Provenio Capital with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Merrill from 2005 to 2007. Since 2016, he has been with Provenio Capital Management Inc. Provenio Capital advises high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies on wealth management, financial planning, and portfolio construction, focusing on alternative investments. The firm emphasizes a client-centric process guided by formal Investment Policy Statements and manages over $1.6 billion with a small team, serving a range of specialized clients including insurance companies and insurance-dedicated funds.
Kevin M
Series 63, Series 65
Newport Beach, CA
Provenio Capital
Kevin Murphy is a financial advisor at Provenio Capital with 29 years of industry experience. He has been with Provenio Capital Management since 2016 and previously operated Kevin Murphy Financial Services. His credentials include Series 63 and Series 65 registrations. Provenio Capital serves high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies, focusing on wealth management, financial planning, and portfolio construction that emphasize alternative investments. The firm employs a documented, client-centric investment process and manages over $1.6 billion with a small advisory team, specializing in insurance-dedicated structures and co-investment opportunities.
Jeremy C
Series 66
Newport Beach, CA
Provenio Capital
Jeremy Chused is a financial advisor at Provenio Capital with 18 years of industry experience. He holds a Series 66 designation and has been with Provenio Capital Management Inc. since 2016. Provenio Capital advises high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies on wealth management, financial planning, and portfolio construction, with a strong focus on alternative investments. The firm combines a client-centric investment process with diligence-led manager selection across various asset classes and manages over $1.6 billion with a small advisory team.
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