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- Custodian
- Northern Trust ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-07-1999
- Office Locations
- 2
Office Locations
About Provident Trust Company
Provident Trust Company is an SEC-registered RIA and Wisconsin-chartered trust company providing integrated portfolio management and trust services for families and businesses, including entrepreneurs. It manages separate portfolios (typically $3M+) and a proprietary mutual fund, with allocations that skew heavily toward ETFs. For distribution partners, its trust charter and fiduciary powers support discretionary, multi-vehicle implementation.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Allison R Creed
--
- CRD
- --
- Ownership
- 25% but less than 50%
JAMES ROSS DALEY
Chief Compliance Officer, CHIEF OPERATING OFFICER, Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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PAUL CARL BAURES
Equity Trader, Operations Associate
- CRD
- #2455458
LEE G WOLCOTT
Vice President
- CRD
- #2004407
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,858,369,423 | $6,632,852 |
| Non-Discretionary | $84,153 | $28,051 |
| Total | $6,858,453,576 | $6,613,745 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Public 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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