Provise Management Group, LLC
Clearwater, FL·SEC-registered · CRD #105375
Provise Management Group, LLC is an SEC-registered investment advisory firm in Clearwater, FL managing $2.0B across 3.5k client accounts, with 16 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.0B
Client accounts
3.5k
Advisory staff
16
Fee model
Fee-based
How Provise Management Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Provise Management Group, LLC
How much does Provise Management Group, LLC manage?
Per its most recent SEC Form ADV filing (06/01/2026), Provise Management Group, LLC reports $2.0B in regulatory assets under management across roughly 3.5k client accounts.
How does Provise Management Group, LLC charge?
Provise Management Group, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Provise Management Group, LLC a fiduciary?
Yes. Provise Management Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #105375), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Provise Management Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Provise Management Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Clearwater, FL
Profile compiled from Provise Management Group, LLC's public SEC Form ADV filing (CRD #105375, filed 06/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Provise Management Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Provise Management Group, LLC? Claim this profile.