Provident Trust Company

RIASEC RegisteredEst. 2000

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 and corporate trust company that has been SEC-registered since 2000. It serves both high-net-worth individuals and families as well as institutional clients, operating primarily as a fee-based manager charging a percentage of assets under management. The firm functions as a capital allocator and provides portfolio management across individuals, small businesses, investment companies and institutional clients; it also selects outside managers when appropriate. Provident Trust Company is not an active ESG investor, and it reports itself as a single-state adviser. The firm was named to CNBC’s Top 100 Financial Advisory Firms list in 2019, 2020 and 2022.