Provident Trust Company

RIASEC Registered

Total AUM

$6.9B

Discretionary

$6.9B

100% of AUM

Avg account

$6.6M

Accounts

1,037

Employees

Advisory reps

Firm details

Headquarters: Waukesha, Wisconsin
CRD number: 110118
Registered since: December 15, 2000
Website: www.provtrust.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: HNWI84.69%
Charitable Organizations12.25%
Investment Companies3.05%
Individuals0.01%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Provident Trust Company is an independent registered investment adviser operating as a trust company and acting as a capital allocator for individual, family and institutional clients. The firm is SEC-registered (registration year: 2000) and charges fees as a percentage of assets under management. Its advisory mandate spans portfolio management for individuals and small businesses, portfolio management for investment companies and other institutions, and the selection of third-party advisers. The firm’s owner structure is a combination of a domestic entity and individual ownership. Provident Trust does not describe itself as an active ESG investor and is not classified as a multi-state or newly formed adviser. Provident Trust Company was named to CNBC’s Top 100 Financial Advisory Firms list in 2019, 2020 and 2022.