DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Kevin Michael Murphy

Provenio Capitalindependent RIANewport Beach, CaIA-onlyIAPD 2765775

Feed of 09/14/2026

Also filed as Kevin Michael Murphy

At current firm

0 y

since Jan 1, 2026

In the industry

29 y

since Nov 5, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Co-Founder & Chief Executive Officerreportedproveniocapital.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/kevin-murphy-6394b91areportedproveniocapital.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Provenio Capital independent RIA current
since Jan 1, 2026 · Newport Beach, Ca
Provenio Capital former
Sep 26, 2016 to Dec 16, 2024 · Newport Beach, Ca
M Holdings Securities, Inc. BD affiliated
Jan 27, 2014 to Sep 15, 2016 · Irvine, Ca
Spire Wealth Management, LLC BD affiliated
Oct 15, 2012 to Mar 14, 2014 · Newport Beach, Ca
Chamberlain Consulting Group, LLC former
Nov 6, 2008 to Mar 31, 2014 · Irvine, Ca
Girard Securities, Inc. former
Feb 5, 2007 to Oct 15, 2012 · Irvine, Ca
Securian Financial Services, Inc. former
Jan 28, 2005 to Feb 1, 2007 · Newport Beach, Ca

Moves

a registration end followed by a registration begin elsewhere

Provenio Capital to Provenio Capital
left Dec 16, 2024, registered Jan 1, 2026 (381 days) · channel change inside one enterprise, not a move · moved with a team
M Holdings Securities, Inc. to Provenio Capital
left Sep 15, 2016, registered Sep 26, 2016 (11 days) · Other · moved with a team
Chamberlain Consulting Group, LLC to Spire Wealth Management, LLC
left Mar 31, 2014, registered Oct 15, 2012 (-532 days) · Other
Spire Wealth Management, LLC to M Holdings Securities, Inc.
left Mar 14, 2014, registered Jan 27, 2014 (-46 days) · Other
Girard Securities, Inc. to Chamberlain Consulting Group, LLC
left Oct 15, 2012, registered Nov 6, 2008 (-1439 days) · Other
Securian Financial Services, Inc. to Girard Securities, Inc.
left Feb 1, 2007, registered Feb 5, 2007 (4 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address