Provise Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clearwater, FL. Its latest Form ADV filing, dated March 31, 2026, reports $2.0B in regulatory assets under management, 22 employees, 1 office, and 3,492 accounts.
Assets Under Management
$2.0B
Employees
22
Offices
1 office
Total Clients
1,190
Primary office
CLEARWATER, FL
611 DRUID RD E. STE 105, CLEARWATER, FL, United States
Top client segmentHNWI represent 52.6% of total clients.
Top client categories% of clientsClients
1
HNWI
52.6%
626
2
Individuals
43.1%
513
3
Charitable
1.8%
21
4
Corporations
1.7%
20
5
Pension Plans
0.8%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 31, 2026
Discretionary98.9%
$2.0B
99% of total RAUM98.9%
Non-discretionary1.1%
$23M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.0B
Total Accounts3,492
10Y AUM Change+$773M (+61.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee54:1
10Y Employee Change+1 (+4.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.