PROVIDENT TRUST COMPANY

CRD 110118File 801-58213

APPROVED

Retail clients

Custody

Filing as of Apr 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$6.86B

Top 25% of cohort (national)

Discretionary AUM

$6.86B

Non-discretionary $84K

Clients

1,034

1,037 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	1037	1034
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.