Provenio Capital

About

Provenio Capital Strategic Wealth Management, Redefined. Provenio Capital is a holistic wealth management and advisory firm specializing in alternative investments . Provenio Capital is a holistic wealth management and advisory firm specializing in alternative investments . With over $1.6 billion* in assets under advisement, Provenio Capital is a boutique advisory firm dedicated to providing customized wealth management solutions. With over $1.6 billion* in assets under advisement, Provenio Capital is a boutique advisory firm dedicated to providing customized wealth management solutions. *as of 12/31/2025 A Differentiated Approach Timeless, Generational Value We redefine wealth management by offering a seamless blend of comprehensive financial planning, alternative investment expertise and a focus on building tax-efficient, goal-driven investment portfolios. Whether acting as a dedicated investment advisor, or working in conjunction with other trusted advisors, we leverage decades of experience to help clients navigate the complexities of structuring, growing and preserving wealth. Our focus on capital preservation, customized portfolio strategies, and tax-efficient structuring ensures alignment with each client’s goals, risk tolerance, and broader financial objectives. OUR STORY Founded on a Shared Vision Prōveniō (Latin): Come forth, thrive, prosper Provenio Capital was founded in 2016 on a shared vision : to provide guidance, access to select investment opportunities, and

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