Provise Management Group, LLC
● SEC registered since 1988CRD 105375SEC# 801-32172Clearwater, FL
Reg. AUM
$2.03B
Employees
22
Accounts
3,492
Location
Clearwater, FL
Provise Management Group, LLC assets under management
Provise Management Group, LLC is a registered investment adviser overseen by the SEC based in Clearwater, FL. The firm has been registered since 1988. It reports $2 billion in regulatory assets under management and employs 22 people.
Provise Management Group, LLC owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Raymond Mannix | Senior Portfolio Manager | Under 5% | 2026 |
| Eric Russell Ebbert Control | Ceo/Manager | Under 5% | 2005 |
| Jon Michael Brethauer Control | President/Manager | Under 5% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Provise Management Group, LLC manage?
Provise Management Group, LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Provise Management Group, LLC have?
Provise Management Group, LLC reports 22 employees.
Where is Provise Management Group, LLC located?
Provise Management Group, LLC is based in Clearwater, FL and has been SEC-registered since 1988.
Does Provise Management Group, LLC disclose fund performance?
Provise Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 611 Druid Rd E. Ste 105, Clearwater, FL 33756 |
| Phone | [727] 441-9022 |
| Fax | [727] 449-1625 |
| Office hours | 8:00a.m.-5:00p.m. Eastern |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.03B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$2.03Bregulatory AUM
Discretionary $2.01BNon-discretionary $22.7M