Provident Trust Company

Registered investment advisor · Waukesha, Wisconsin · CRD #110118

Assets Under Management

$6.9B

Client Accounts

1,037

Employees

CRD Number

110118

Registration

SEC Registered

Custodian

Northern Trust Securities, Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Provident Trust Company

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 $1 million or more and a proprietary mutual fund. Provident provides integrated financial forecasting, portfolio management and trust services for our clients. Our investment management expertise and fiduciary powers combine to provide what we believe is a great value to families and busine

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Provident Trust Company

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Frequently Asked Questions

What is Provident Trust Company's AUM?

Provident Trust Company reports approximately $6.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Provident Trust Company headquartered?

Provident Trust Company is headquartered in Waukesha, Wisconsin.

What is Provident Trust Company's CRD number?

Provident Trust Company's CRD number is 110118. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.