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| Provise Management Group LLC
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|---|---|
| CRD # | 105375 |
| SEC # | 801-32172 |
| CIK # | 0001305707 |
| AUM | 2,033.4 M (2026-06-01) |
| Employees | 22 (73% Investors, 32% Brokers) |
| Phone | 727-441-9022 |
| Address | 611 Druid Rd E Ste 105 Clearwater, FL 33756 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 49.7 | ||
| Microsoft Corp | 35.6 | ||
| J P Morgan Chase & Co | 30.7 | ||
| Amazon Com Inc | 29.3 | ||
| Wells Fargo & Co/MN | 27.4 | ||
| Philip Morris International Inc | 25.6 | ||
| Analog Devices Inc | 22.2 | ||
| Novartis AG | 21.6 | ||
| Applied Materials Inc /DE | 20.4 | ||
| Schwab Charles Corp | 18.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 513 | 0.2 |
| (b) Individuals (high net worth individuals) | 626 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.0 |
| (h) Charitable organizations | 21 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,492 | 2.0 |
| By Discretionary | ||
| Discretionary | 3,452 | 2.0 |
| Non-Discretionary | 40 | 0.0 |
| Total | 3,492 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 3,492 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001305707] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Clients | 47 |
| Serves | Institutional, Retail |
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