Provident Trust Company
SEC RegisteredFlexible. Experienced. Core Manager.
About the firm
Provident Trust Company is an SEC-Registered Investment Advisor and State of Wisconsin Chartered Trust Company with more than $1 billion of assets under management. Provident manages separate portfolios of $3 million or more and a proprietary mutual fund, providing integrated portfolio management and trust services for its clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Integrated portfolio management and trust services, including separate portfolio management for accounts of $3 million or more and a proprietary mutual fund.
Who they serve
Families and businesses seeking a stable group of experienced professionals to manage their financial assets and affairs.
| 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 |
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| On the first $3 million | 0.80% |
| On the second $3 million | 0.70% |
| On amounts over $6 million but less than $10 million | 0.60% |
| Over $10 million | 0.60% |
Data as of April 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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