Provisor Asset Management LLC

Provisor Asset Management LLC provides investment advisory services primarily to individual clients, offering asset management and related planning services through third‑party platforms. The firm is a solo adviser with about 25 clients and roughly $3.21 million in regulatory assets under management (approximately $262,083 discretionary and $2,952,708 non‑discretionary as of December 31, 2025) and does not impose an account minimum.

The firm implements client strategies using both non‑discretionary arrangements on the AssetMark platform and discretionary sub‑advisory programs through SEI, relying on fundamental analysis, third‑party model portfolios, and custom allocations. Client objectives are documented and reviewed (quarterly reviews are performed), clients may impose investment restrictions, and the firm’s asset mix is notable for the high proportion of non‑discretionary assets relative to peers.

The firm’s principal maintains an affiliated insurance business and acts as a licensed insurance agent, spending the majority of their time on those activities and receiving commissions for insurance product sales, a disclosed conflict of interest. Operationally, Provisor relies on SEI and AssetMark for portfolio management and custody, does not routinely vote client proxies, and is structured as a small, owner‑managed practice in which the principal is solely responsible for supervision.