PROVIDENT LIVING ADVISORS LLC

Overview

Provident Living Advisors LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients and small businesses. The firm bills on a percentage-of-assets-under-management basis and concentrates on financial planning and discretionary portfolio management. Filings show a clear preference for equities as the primary allocation, with exchange-traded equities representing the largest single asset class in client portfolios. The firm does not identify as an active ESG investor, and it does not operate as a capital allocator or related adviser; alternative exposures are obtained through third-party managers. Investment activity centers on customized portfolios for individuals and families, delivered through separately managed account structures and pooled mutual fund or annuity vehicles when appropriate. Provident Living Advisors leans toward listed, liquid instruments for core equity exposure while supplementing client portfolios with other vehicles to address suitability, income needs, or diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices