PROVIDENT TRUST COMPANY
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
FINTRXOverview
Provident Trust Company operates as a trust company and SEC-registered adviser (since 2000) that serves both high-net-worth individuals and institutional clients. It charges fees based on a percentage of assets under management and functions as a capital allocator that also selects other managers on behalf of clients. The firm provides discretionary portfolio management for individuals, small businesses, investment companies, and institutional entities. Provident Trust is not an active ESG investor and is not listed as a multi-state adviser. The firm was named to CNBC’s Top 100 Financial Advisory Firms in 2019, 2020, and 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds1%
- Other1%
Owners & executives
2 of 2THOMAS TUTTLE
Vice President, Chief Compliance OfficerCRD 4611041
JAMES DALEY
Chief Compliance OfficerCRD 6046719
Contacts
3 of 8LEE WOLCOTT
Vice PresidentCRD 2004407
MICHAEL SCHELBLE
PresidentCRD 2353554
PAUL BAURES
Equity TraderCRD 2455458
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WAUKESHA, WI
WAUKESHA
Location
WAUKESHA, WI
Headquartered in WAUKESHA, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- WAUKESHA
- Address
- N16W23217 Stone Ridge Dr
- Time zone
- CT (UTC-6)
- Office locations
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