Kevin Murphy is a registered investment advisor at Provenio Capital, based in Newport Beach, CA, with 29 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 124 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 1.00% |
| $15.0M - $25.0M | 0.85% |
| $25.0M - $35.0M | 0.65% |
| $35.0M - $45.0M | 0.45% |
| $45.0M - $80.0M | 0.35% |
| $80.0M - $130.0M | 0.25% |
| $130M+ | 0.20% |
Fee schedule applies to alternative assets. Equities: 0.50%. Fixed Income: 0.25%. Standard fee schedule is negotiable based on several factors. Provenio Capital manages some accounts without charge at their discretion.
Fee Estimator
Location
4400 Macarthur Blvd., Suite 300, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin holds a membership interest in FFR Group, LLC and is an agent for Provenio Capital Insurance Services LLC, both since 2016. Provenio Capital Insurance Services LLC involves the sales of insurance products.
Employment History
Current Registrations
Provenio Capital
Previous Registrations
Provenio Capital
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Chamberlain Consulting Group, LLC
Girard Securities, INC.
Girard Securities, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.