Oak Point, TX Office
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Provision Asset, LLC
Team
Firm-wide stats for Provision Asset, LLC
About
Provision Asset is a fee‑based advisory that serves individuals (including high‑net‑worth clients), charitable organizations, and investment company clients, offering discretionary asset management, financial planning, and qualified plan consulting. The firm manages about $150.7 million for roughly 459 clients through a small advisory team and also places assets with sub‑advisors and third‑party money managers.
Provision generally manages accounts on a discretionary basis and uses a mix of fundamental, technical, and cyclical analysis to build portfolios and document client objectives in investment policy statements. The firm regularly engages sub‑advisors and third‑party managers and may include less liquid real‑asset vehicles—such as non‑traded REITs, interval funds, Delaware Statutory Trusts, and Opportunity Zone investments—after discussing liquidity and suitability with clients.
Distinctive elements in Provision’s brochure include a multi‑office structure (seven offices) and an explicit practice of advising investment company clients, both of which are uncommon for team firms. The brochure also discloses principals’ licensed insurance activities, referral and fee‑sharing arrangements with third‑party managers (including incentive participation), and the firm’s stated procedures to disclose and mitigate related conflicts of interest.
Based on Provision Asset, LLC
Expertise
Based on Provision Asset, LLC
Location
Oak Point TX
Advisors at this office
3
Advisors at this office
Jay B
Series 65
Oak Point, TX
Provision Asset, LLC
Jay Beerley is a financial advisor at Provision Asset, LLC with 10 years of industry experience. He holds a Series 65 designation and operates a separate insurance practice as an independent insurance agent. Beerley has been affiliated with Provision Asset since 2015 and also maintains a role as a sole proprietor in insurance sales and services. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm employs fundamental, technical, and cyclical analysis to manage portfolios on a discretionary basis and utilizes sub-advisors and third-party money managers as part of its service model.
Casey S
Series 65
Oak Point, TX
Provision Asset, LLC
Casey Short is a financial advisor with Provision Asset, LLC, holding a Series 65 credential and 11 years of industry experience. He has been with Provision Asset since 2016 and also serves as president of Provision Retirement, LLC. Additionally, Short works as a seminar instructor for the Council of Financial Educators, focusing on retirement topics. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis, and employs sub-advisors and third-party money managers to construct and monitor diversified portfolios.
Jonathan M
Series 65
Oak Point, TX
Provision Asset, LLC
Jonathan Mc Entire is a financial advisor with Provision Asset, LLC and holds a Series 65 credential. He has five years of industry experience and has worked with Provision Asset since 2020. Prior to this, he held roles at Hilton Hotels, Omni Hotels and Resorts, and Highland Dallas Hotel. Additionally, he is active as an insurance agent with Provision Retirement, LLC. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm provides ongoing portfolio management, comprehensive financial planning, and qualified plan consulting, utilizing fundamental, technical, and cyclical analysis to construct and monitor diversified portfolios.
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