$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pioneer frontierPathway pioneer +more
- Established Date
- 07-01-2013
- Office Locations
- 1
Office Locations
-- Mableton GA
About Provident Capital Group, L.p.
Provident Capital Group is a Georgia-based RIA providing holistic wealth planning, wealth management, and investment management for individuals and families, including business owners. The firm emphasizes a goal-focused planning process and implements ETF-centric portfolios (per public profile data), with custody relationships that include Charles Schwab.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
$105.5K AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Delta prime Foundation
Client Personas
Value beacon Legacy
CRM
Peak
Custodian
Harbor Insight Matrix ridge Summit Crest optima North horizon Peak Wave Wave atlas Focus Bridge atlas
Investment Themes
Ember insight Bridge vital Vital
Investment Vehicles
Prime pioneer
Platform
Timber Delta peak Value signal
Services
Fusion Timber delta Legacy fusion Matrix meridian Beacon horizon Value Value Delta vector Element Harbor Capital Legacy unison
Technology
Alpha Summit capital Foundation
Owner & Executives
G
GEORGE C MILLER
Financial Advisor, Owner
- CRD
- --
- Ownership
- 50% but less than 75%
(693) 381-9260
crest.wave@insightcapital.com
in linkedin.com/in/pathway-timber
J
John Elliott Miller
Chief Compliance Officer, Investment Advisor, PRINCIPAL
- CRD
- #4291212
- Ownership
- 50% but less than 75%
(941) 279-6529
atlas.prime@primecapital.com
in linkedin.com/in/timber-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,322,053 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,322,053 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,322,053
Equity - Exchange:
17.9% Cash:
23.8% Public Funds:
58.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $198,101,894 | 17.9% |
| Cash | $263,398,048 | 23.8% |
| Public Funds | $645,214,547 | 58.3% |
| Total | $1,106,714,489 | 100.0% |