Provident Trust Company
● SEC registered since 2000CRD 110118SEC# 801-58213Waukesha, WI
Reg. AUM
$6.86B
Employees
12
Accounts
1,037
Location
Waukesha, WI
Provident Trust Company assets under management
Provident Trust Company operates as an SEC-registered investment adviser based in Waukesha, WI. The firm has been registered since 2000. It reports $6.9 billion in regulatory assets under management and employs 12 people.
Provident Trust Company owners & executives
23 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison R Creed Control | Trustee, J. Scott Harkness 1999 Trust | 25-50% | 2018 |
| Eugene Tuhtar Jacobus Control | Director | Under 5% | 2000 |
| J. Scott and Genevieve Harkness 2003 Trust Fbo Carey T. Harkness | Shareholder | 5-10% | 2003 |
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Join to unlock · $37/moFrequently asked questions
How much does Provident Trust Company manage?
Provident Trust Company reports $6.9 billion in regulatory assets under management on its Form ADV.
How many employees does Provident Trust Company have?
Provident Trust Company reports 12 employees.
Where is Provident Trust Company located?
Provident Trust Company is based in Waukesha, WI and has been SEC-registered since 2000.
Does Provident Trust Company disclose fund performance?
Provident Trust Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | N16 W23217 Stone Ridge Drive, Suite 310, Waukesha, WI 53188-1199 |
| Phone | 262-521-2300 |
| Fax | 262-521-2301 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1140436 |
| Discloses disciplinary history | No |
Regulatory AUM
$6.86B▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$6.86Bregulatory AUM
Discretionary $6.86BNon-discretionary $84K