A complete list of active advisors currently associated with Provenio Capital

Warmer can help you find a great advisor at Provenio Capital or one who fits your needs even better.

Provenio Capital is an independent investment adviser that provides wealth management, investment advisory, and financial planning services primarily to high‑net‑worth individuals, trusts, foundations, pension plans, businesses and insurance company clients. Like many team firms, it delivers portfolio management and planning services and typically charges asset‑based advisory fees. The firm follows a structured, client‑centric process that begins with a documented Investment Policy Statement and a formal manager selection and ongoing due‑diligence framework; it emphasizes allocations to alternative strategies (private equity, private credit, venture capital, hedge funds, real assets and real estate) while integrating liquid equities and fixed income for diversification. Provenio often advises accounts on a non‑discretionary basis but makes discretionary allocations where structuring is material, including acting as manager or sub‑adviser to Insurance Dedicated Funds, managing separately managed accounts, and arranging co‑investment SPVs. What sets Provenio apart from many peers is the concentration of non‑discretionary assets under advisement relative to discretionary assets, its active role with pooled investment vehicles and private funds (including principals’ general partner interests), and its use of performance‑based compensation and deal‑level co‑investments — all of which the firm discloses and addresses through committee oversight and written policies. The firm also maintains an affiliated licensed insurance agency and works with insurance carriers on IDFs and SMAs, and it manages more than $1.6 billion of client assets across a small advisor team, signaling unusually high AUM per advisor and a focus on sophisticated, institutional and high‑net‑worth structures rather than mass‑market retail accounts.

To learn more about the advisors currently working at Provenio Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.