CRD: 106976
Provident Investment Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-14-1981
- Office Locations
- 1
Office Locations
About Provident Investment Management, Inc.
Provident Investment Management is a Novi, MI RIA serving retail and institutional clients with a research-based approach to personal money management. Portfolios are built primarily with ETFs, alongside municipal bonds and cash, with support across portfolio construction and planning needs such as estate and insurance. Custody includes Charles Schwab and the firm works with platforms like Envestnet/Tamarac, publishing market insights and performance history.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
SCOTT DAVIN HORSBURGH
Chief Compliance Officer, President
- CRD
- #4346093
- Ownership
- 50% but less than 75%
DANIEL J BOYLE
SENIOR VICE PRESIDENT
- CRD
- #5654255
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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ERIC SCOTT WATHEN
Portfolio Manager
- CRD
- #5396167
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,019,378,294 | $1,126,385 |
| Non-Discretionary | $114,236,454 | $22,847,291 |
| Total | $1,133,614,748 | $1,245,730 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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