Provident Capital Group, L.P.

Overview

Provident Capital Group, L.P. is a small, independent registered investment adviser organized as a limited partnership and owned by an individual. The firm targets individuals and families, and provides financial planning and portfolio management for individual clients and small businesses. It also operates as an insurance broker, so insurance solutions are part of its client offering alongside advisory services. Fee arrangements include a percentage of assets under management and hourly charges. Investment activity is concentrated and equity‑oriented. The firm reports a clear preference for exchange‑traded equities as the primary implementation vehicle for client portfolios. It is not an active ESG investor and does not position itself as a multi‑state or institutional pension consultant. Given its scale, the firm appears to offer tailored, hands‑on relationships rather than broad institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices