A complete list of active advisors currently associated with Provident Capital Group, L.P.

Warmer can help you find a great advisor at Provident Capital Group, L.P. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Provident Capital Group, L.P., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.