Advisors at this firm
Chasen F
Series 63, Series 65
Newport Beach, CA
Provenio Capital
Chasen Forrest is a financial advisor at Provenio Capital with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Mariner Platform Solutions, Ocean Heights Advisors, and Beacon Pointe Advisors. Outside of his advisory work, he serves as a consultant and advisory board member for NEXTUP, Inc., contributing to business development. Provenio Capital is an independent registered investment adviser managing approximately $1.64 billion primarily for high-net-worth individuals, trusts, foundations, and institutional clients. The firm focuses on wealth management and portfolio construction with an emphasis on alternative investments and extensive manager due diligence, serving a client base that includes insurance companies and utilizing both discretionary and non-discretionary management strategies.
Benjamin D
Series 63, Series 65, Series 66
Newport Beach, CA
Provenio Capital
Benjamin Durrant is a financial advisor with Provenio Capital, holding Series 63, Series 65, and Series 66 designations and 11 years of industry experience. He has been with Provenio Capital Management Inc. since 2016 and previously worked at The Strand Partners from 2013 to 2016. Provenio Capital is a boutique independent registered investment adviser managing approximately $1.64 billion for about 92 clients, primarily high-net-worth individuals, trusts, foundations, and institutional investors including insurance companies. The firm emphasizes a manager-centric investment approach focused on alternative investments and conducts extensive due diligence through its Investment, Valuation, and Compliance Committees.
Christopher K
Series 63, Series 65
Palm Beach, FL
Provenio Capital
Christopher Kelly is a financial advisor at Provenio Capital with Series 63 and Series 65 licenses and over nine years of industry experience. His prior roles include positions at Premia Solutions Inc., Premia Holdings Inc., and Tilden Park Capital. He has also operated as a self-employed advisor before joining Provenio Capital. Provenio Capital is an independent registered investment adviser serving high-net-worth individuals, trusts, foundations, and institutional investors, including insurance companies. The firm emphasizes alternative investments and uses a manager-centric approach supported by extensive due diligence and governance committees.
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 holds Series 63 and Series 65 licenses and has worked at Provenio Capital since 2016. Prior to that, he was with Tippett Moorhead Financial Partners and M Holdings Securities, as well as operating Kevin Murphy Financial Services. He is involved with an insurance-focused business, FFR Group, LLC, and a licensed insurance agency affiliated with Provenio Capital. Provenio Capital is a boutique independent registered investment adviser serving high-net-worth individuals, trusts, foundations, and institutional investors, including insurance companies. The firm emphasizes alternative investments and extensive manager due diligence, managing client assets primarily on a non-discretionary basis through vehicles such as Insurance Dedicated Funds, separately managed accounts, and co-investments.
Jeremy C
Series 66
Newport Beach, CA
Provenio Capital
Jeremy Chused is a Series 66 licensed financial advisor at Provenio Capital with 18 years of industry experience. He has worked at Provenio Capital Management since 2016 and previously held roles at M HOLDINGS SECURITIES, Inc. and Tippett Moorhead. Provenio Capital is a boutique independent registered investment adviser managing approximately $1.64 billion for around 92 clients, primarily high-net-worth individuals, trusts, foundations, and institutional investors including insurance companies. The firm emphasizes a manager-centric investment approach focused on alternative investments and extensive due diligence, offering wealth management, portfolio construction, and planning services through discretionary and non-discretionary solutions.