PT
PROVIDENT TRUST COMPANY
SEC RegisteredWAUKESHA, WIhttps://provtrust.com262-521-2300
Assets Under Management
$5B–$25B
Employees
12
Office Locations
1 office
Total Accounts
1037
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthInvestment CompaniesPension/Profit SharingState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 178 | $877k |
| High Net Worth Individuals | 814 | $5.8B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 41 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Marifran Creed
TRUSTEE
John Paul Onzik
TRUSTEE
James Scott Harkness
DIRECTOR/CHIEF EXECUTIVE OFFICER
J. Scott Harkness 1999 Trust
SHAREHOLDER
John Paul Onzik
DIRECTOR
Eugene Tuhtar Jacobus
DIRECTOR
J. Scott & Genevieve Harkness 2003 Trust
SHAREHOLDER
Daniel Douglas Harkness
TRUSTEE, J. SCOTT HARKNESS 1999 TRUST
Dudley James Godfrey
TRUSTEE, J. SCOTT HARKNESS 1999 TRUST
Karim Jacobus Macleod
TRUSTEE, J. SCOTT HARKNESS 1999 TRUST
John Paul Onzik
TRUSTEE, J. SCOTT & GENEVIEVE HARKNESS 2003 TRUST
Marifran Creed
TRUSTEE, J. SCOTT & GENEVIEVE HARKNESS 2003 TRUST
Daniel Douglas Harkness
TRUSTEE
Dudley James Godfrey
TRUSTEE
Karim Jacobus Macleod
TRUSTEE
Michael A. & Patricia A. Schelble Joint Revocable Trust Agency
SHAREHOLDER
Office locations
1 office in 1 state
WI
WAUKESHAHQ
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#110118
SEC Number
801-58213
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Data as of April 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
provtrust.comPhone
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PROVIDENT TRUST COMPANY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.