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PROVIDENT TRUST COMPANY
CRD 110118File 801-58213
APPROVED
Retail clients
Custody
Filing as of Apr 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.86B
Top 25% of cohort (national)
Discretionary AUM
$6.86B
Non-discretionary $84K
Clients
1,034
1,037 accounts
Employees
12
Top 10% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 15, 2000
- Principal office
- N16 W23217 STONE RIDGE DRIVE, SUITE 310, WAUKESHA, WI, 53188-1199
- Phone
- 262-521-2300
- Website
- HTTP://WWW.PROVTRUST.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.86B
- Discretionary AUM
- $6.86B
- Non-discretionary AUM
- $84K
- Discretionary accounts
- 1,034
- Non-discretionary accounts
- 3
- Total accounts
- 1,037
- AUM per client
- $6.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $209.1M |
| Charitable organizations | 41 | $839.9M |
| High net worth individuals | 814 | $5.81B |
| Individuals (other than high net worth individuals) | 178 | $877K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,037 | 1,034 | decreased by3 |
| Feb 1, 2026 | Clients | 1,069 | 1,037 | decreased by32 |
| Feb 1, 2026 | AUM | $6,618,137,295 | $6,858,453,576 | increased by$240,316,281 |
| Feb 1, 2026 | Accounts | 1,069 | 1,037 | decreased by32 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 12 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,238 | 1,069 | decreased by169 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,503,624,885 | $6,618,137,295 | increased by$114,512,410 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,237 | 1,069 | decreased by168 |
| Apr 1, 2022 | Clients | 1,252 | 1,238 | decreased by14 |
| Apr 1, 2022 | AUM | $4,676,054,473 | $6,503,624,885 | increased by$1,827,570,412 |
| Apr 1, 2022 | Accounts | 1,252 | 1,237 | decreased by15 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PROVIDENT TRUST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PROVIDENT TRUST” may also match similarly-named firms). Confirm identity against each filing.
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.