Provident Capital Group, L.P.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,322,053
Clients
22
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$105,548
About
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.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Wealth management
Cash flow / budgeting
Fee options
$125 per hour for stand-alone financial planning services
Fee-only: $125 per hour for stand-alone financial planning services; project-based fees also available based on hourly rate and scope
Main office location
Provident Capital Group, L.P.
Mableton GA, United States
Number of offices
1
Most active in
Provident Capital Group, L.P. has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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