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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-02-1988
- Office Locations
- 3
Office Locations
About Provise Management Group, LLC
ProVise Management Group is a fee-based financial planning and investment management firm serving Tampa Bay and beyond since 1986, with offices in Tampa and Clearwater, FL. The team includes multiple CFP® professionals and delivers comprehensive financial planning, retirement planning, and holistic wealth management for individuals and families. Portfolios commonly use ETFs and public funds; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JON MICHAEL BRETHAUER
Manager, President
- CRD
- #4760552
- Ownership
- Less than 5%
ERIC RUSSELL EBBERT
Advisor, Chief Executive Officer, Manager
- CRD
- #2234222
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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Russell James Campbell
Senior Financial Advisor
- CRD
- #2210455
STEPHEN JAMES CSENGE
Senior Financial Planner
- CRD
- #1236240
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,010,648,690 | $582,459 |
| Non-Discretionary | $22,718,194 | $567,955 |
| Total | $2,033,366,884 | $582,293 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | 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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