# PROVISION ASSET, LLC

PROVISION ASSET, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 282183
- Type: SEC-registered investment adviser
- SEC file number: 801-132214
- Phone: 972-987-9651
- Latest filing: 2026-05-07
- Regulatory AUM: $150.7M
- Discretionary AUM: $150.7M
- Clients: 6
- Accounts: 1,013

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Casey Luke Short | CHIEF COMPLIANCE OFFICER/ CFO/ INVESTMENT ADVISOR REPRESENTATIVE | — |
| Jay David Beerley | INVESTMENT ADVISOR REPRESENTATIVE/ PRESIDENT | — |


## Branch offices (12)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MCKINNEY | TX | 2 | 9729879651 |
| DENTON | TX | 2 | 972-987-9651 |
| MCKINNEY | TX | 2 | 9729879651 |
| DENTON | TX | 2 | 972-987-9651 |
| PROSPER | TX | 1 | 972-987-9651 |
| DENISON | TX | 1 | 972-987-9651 |
| PROSPER | TX | 1 | 972-987-9651 |
| DENISON | TX | 1 | 972-987-9651 |
| FORT WORTH | TX | 1 | 888-509-8205 |
| — | — | 1 | 469-286-8952 |
| FORT WORTH | TX | 1 | 888-509-8205 |
| — | — | 1 | 469-286-8952 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282183/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282183/similar
- Related entities: https://search.stillhousedata.com/firm/282183/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282183

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
