Provident Capital Group, L.P.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Provident Capital Group is a small, independent registered investment adviser that provides ongoing investment management and financial planning to individuals (including high‑net‑worth clients), trusts, retirement plans, and small businesses. Like many independent firms, it is principally compensated through asset‑based advisory fees and also offers standalone hourly or project‑based financial planning.
The firm delivers individualized, continuous portfolio management accompanied by complimentary planning support for managed accounts, emphasizing long‑term asset allocation and drawing on fundamental, technical, and cyclical analysis with at least quarterly internal reviews. It also uses third‑party investment platforms and managers — including a recently added platform specifically for managing held‑away 401(k)/403(b) participant accounts — and accepts limited discretionary authority when authorized by clients.
A distinguishing feature disclosed in the brochure is that a firm principal is separately licensed as an insurance agent and may receive insurance commissions when clients purchase insurance products, which the firm identifies as a potential conflict of interest and discloses under its fiduciary policies. Operating with roughly 22 client households and about $2.3 million in assets, the firm combines boutique scale with reliance on third‑party custodians and platforms for trade execution and held‑away account management.
Client services
Expertise
Fee options
$125 per hour for stand-alone financial planning services
Fee-only: $125 per hour for stand-alone financial planning services; project-based fees also available based on hourly rate and scope
Main office
Mableton GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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