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Provest Capital Management LLC (Lake Oswego)


Provest Capital Management LLC is an adviser based in Lake Oswego. It manages $26.72 million of regulatory assets for 145 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Oregon and Washington.

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Provest Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Provest Capital Management: assets under management

The assets under management (AUM) of Provest Capital Management LLC is $26.72 million. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.61 million in discretionary accounts and $1.11 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $177.88 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.11 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Provest Capital Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lake Oswego

The principal office where Provest Capital Management LLC performs its advisory services is located at 15110 Sw Boones Ferry Rd., Lake Oswego, OR 97035 The mailing address of the firm is 16869 Sw 65 Th Ave. #220, Lake Oswego, OR 97035. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-636-1443 or by fax 503-699-5010. The normal business hours are 8am to 4pm on Monday - Friday. You can find more information about the New York firm at www.provestcap.com.


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