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PROVIDENT INVESTMENT MANAGEMENT, INC.
CRD 106976File 801-16412
APPROVED
Retail clients
Custody
Filing as of Jun 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.13B
Above cohort median (national)
Discretionary AUM
$1.02B
Non-discretionary $114.2M
Clients
318
910 accounts
Employees
10
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 14, 1981
- Principal office
- 39555 ORCHARD HILL PLACE, STE 139, NOVI, MI, 48375
- Phone
- 248-380-1700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.13B
- Discretionary AUM
- $1.02B
- Non-discretionary AUM
- $114.2M
- Discretionary accounts
- 905
- Non-discretionary accounts
- 5
- Total accounts
- 910
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $8.1M |
| High net worth individuals | 227 | $1.05B |
| Pension and profit sharing plans | Fewer than 5 | $18.2M |
| Individuals (other than high net worth individuals) | 91 | $54.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.