Investment adviser · CRD 110118
PROVIDENT TRUST COMPANY
Investment adviser filing (IA)
WAUKESHA, WI, United States · Form ADV filed Apr 8, 2026
- Regulatory AUM
- $6.86B Form ADV · Item 5.F
- Client accounts
- 1,037 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 814 | $5,808,508,364 | 84.7% |
| Charities | 41 | $839,864,830 | 12.2% |
| Investment companies | 1 | $209,118,751 | 3.0% |
| Individuals | 178 | $877,478 | 0.0% |
| Other clients | 3 | $84,153 | 0.0% |
Filing source
Form ADV 2092295 · Apr 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 8, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
N16 W23217 STONE RIDGE DRIVE, SUITE 310WAUKESHA, WI, 53188-1199, United States
CRD 110118
Filing source
Form ADV 2092295 · Apr 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.