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- Custodian
- Northern Trust ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 25, 2025 and April 8, 2026, reported AUM increased 3.6%, from $6.6B to $6.9B.
Across 5 reported observations, AUM increased 5.5% between March 31, 2022 and April 8, 2026, from $6.5B to $6.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 1,037 clients, or 518.5 clients per representative. That equates to $6.6M in reported AUM per client.
The profile lists 2 reported office locations and 27 years in operation. The source data was last updated on April 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Provident Trust Company record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
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
SMA allocation detail is available
Provident Trust Company has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Provident Trust Company's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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