RIA Intel›Advisers›Florida›PROVISE MANAGEMENT GROUP, LLC

PROVISE MANAGEMENT GROUP, LLC

Advisory

N·CLEARWATER, FL

Data as of May 6, 2026 · Source: SEC Form ADV

Total AUM

$2.0B

1-Year AUM Growth

-3.9%

3-Year CAGR

+0.7%

Employees

16

Assets Under Management

Total AUM$2.0B

Discretionary AUM$2.0B

Non-Discretionary AUM$23M

Discretionary %98.9%

Total Clients1,183

Team

Total Employees16

Investment Advisers22

Employee Growth (1Y)-5.9%

Filing History

Total Filings on Record74

First FilingJan 30, 2001

Latest FilingMay 6, 2026

🔒 Full AUM trend chart and 74 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PROVISE MANAGEMENT GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.