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.

Former SEC-registered adviser

Metrist Wealth Advisors

Former SEC-registered adviserLake Oswego, OregonCRD 300037SEC 801-119657IAPD
Legal name Provest Capital Management LLC
Latest filing Mar 11, 2021
First filing on the tape Sep 18, 2020 · 3 filings
RAUM
$122M
reported, Item 5.F
Discretionary
91%
of RAUM
Private clients
100%
$122M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$122M as of Mar 11, 2021
Sep 18, 2020$104M then
HNW client RAUM$98.1M as of Mar 11, 2021
Sep 18, 2020$78.6M then
State-registered IARs (5.B.3)1 as of Mar 11, 2021
Sep 18, 20202 then
Employees (5.A)2 as of Mar 11, 2021
Sep 18, 20202 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 11, 2021; every figure names its basis
RAUM per advisor
$122MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
104derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.0MderivedHNW RAUM over HNW clients
Average account
$383,921derivedRAUM over accounts (5.F.2.f)
Discretionary
91%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$98.1M81%
  • Individuals$23.6M19%
Individual clients
54reported
HNW clients
50reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
317reported
Financial planning clients
101-250reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Evan Taylor Drake · Chief Compliance Officer And Managing Membercontrol
    since 05/2010 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 297 to 317
    Oct 30, 2020 to Mar 11, 2021
  • Advisory employees · 2 to 1
    Oct 30, 2020 to Mar 11, 2021
  • HNW clients · 44 to 50
    Oct 30, 2020 to Mar 11, 2021
  • Financial planning clients · 51-100 to 101-250
    Oct 30, 2020 to Mar 11, 2021
  • State-registered IARs · 2 to 1
    Oct 30, 2020 to Mar 11, 2021
  • Discretionary RAUM · $95.5M to $111M
    Oct 30, 2020 to Mar 11, 2021
  • HNW RAUM · $78.6M to $98.1M
    Oct 30, 2020 to Mar 11, 2021
  • Individual RAUM · $25.4M to $23.6M
    Oct 30, 2020 to Mar 11, 2021
  • Non-discretionary RAUM · $8.4M to $11.0M
    Oct 30, 2020 to Mar 11, 2021
  • RAUM · $104M to $122M
    Oct 30, 2020 to Mar 11, 2021
Signals
2 dated events
  • Taylor Evan Drake left Metrist Wealth Advisors for Apella Wealth (registered 2022-01-19)
    Mar 28, 2022 · Advisor changed firm · fact
  • Metrist Wealth Advisors filed its initial SEC registration (Form ADV)
    Sep 18, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026