Provenio Capital Management Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $244M
- Clients
- 128
- Avg AUM / client
- $12.8M
- Accounts
- 132
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 94 | $1.2B | 76.1% |
| Pooled investment vehicles (non-investment companies) | 13 | $106M | 6.52% |
| Pension and profit sharing plans | 5 | $26.1M | 1.6% |
| Charitable organizations | Fewer than 5 clients | $59.0M | 3.61% |
| Insurance companies | 16 | $199M | 12.2% |
| Corporations and other businesses | Fewer than 5 clients | $480K | 0.03% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Skeffington Enterprises, Inc. 401(k) Plan Skeffington Enterprises, Inc. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Michael Murphy | Member, Co Founder And Chief Executive Officer | Apr 2001 (25y) | ≈ 18.75% – 56.25% via Murphy Family Trust Dtd 04/03/2001 | |
| Murphy, Tracy, Schriber | Trustee | Apr 2001 (25y) | ≈ 18.75% – 56.25% via Murphy Family Trust Dtd 04/03/2001 | |
| Benjamin Paul Wynn Durrant | Member, Co Founder And Chief Investment Officer | Jun 2016 (10y) | ≈ 18.75% – 56.25% via Durrant Living Trust | |
| Jeremy David Chused | Senior Vice President Of Investment Operations | Jun 2016 (10y) | Less than 5% | |
| Darren Robert Chappell | Senior Vice President Of Investments And Chief Operating Officer | CFA | Mar 2022 (4y) | Less than 5% |
| Gross, Jennifer, Dawn | Trustee | May 2022 (4y) | ≈ 18.75% – 56.25% via Durrant Living Trust | |
| Patel, Reshma, B | Vice President Of Operations And Chief Compliance Officer | Jul 2022 (4y) | Less than 5% | |
| Christopher Gerard Kelly | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Provenio Capital Llc | Member | Jun 2016 | A | 75% or more |
| Murphy Family Trust Dtd 04/03/2001 | Shareholder | Jun 2016 | B | ≈ 37.5% – 75% via Provenio Capital Llc |
| Durrant Living Trust | Shareholder | May 2022 | B | ≈ 37.5% – 75% via Provenio Capital Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kevin Michael Murphy: 50% – 75% of Murphy Family Trust Dtd 04/03/2001 × 50% – 75% of Provenio Capital Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Murphy, Tracy, Schriber: 50% – 75% of Murphy Family Trust Dtd 04/03/2001 × 50% – 75% of Provenio Capital Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Benjamin Paul Wynn Durrant: 50% – 75% of Durrant Living Trust × 50% – 75% of Provenio Capital Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Gross, Jennifer, Dawn: 50% – 75% of Durrant Living Trust × 50% – 75% of Provenio Capital Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Murphy Family Trust Dtd 04/03/2001: 50% – 75% of Provenio Capital Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Durrant Living Trust: 50% – 75% of Provenio Capital Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Skeffington Enterprises, Inc. 401(k) Plan | Skeffington Enterprises, Inc. | 164 | $12.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗