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PROVISE MANAGEMENT GROUP, LLC
CRD 105375File 801-32172
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.03B
Top 25% of cohort (national)
Discretionary AUM
$2.01B
Non-discretionary $22.7M
Clients
1,190
3,492 accounts
Employees
22
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 2, 1988
- Principal office
- 611 DRUID RD E. STE 105, CLEARWATER, FL, 33756
- Phone
- [727] 441-9022
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.03B
- Discretionary AUM
- $2.01B
- Non-discretionary AUM
- $22.7M
- Discretionary accounts
- 3,452
- Non-discretionary accounts
- 40
- Total accounts
- 3,492
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $71.1M |
| Charitable organizations | 21 | $38.8M |
| High net worth individuals | 626 | $1.75B |
| Pension and profit sharing plans | 10 | $15.5M |
| Individuals (other than high net worth individuals) | 513 | $158.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.