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Provise Management Group, LLC

● SEC registered since 1988CRD 105375SEC# 801-32172Clearwater, FL
Export (members)
Reg. AUM
$1.8B
Employees
19
Accounts
3,439
Location
Clearwater, FL

Provise Management Group, LLC assets under management

Provise Management Group, LLC is a registered investment adviser overseen by the SEC based in Clearwater, FL. The firm has been registered since 1988. It reports $1.8 billion in regulatory assets under management and employs 19 people.
www.facebook.com/provisemanagementgroupllcView on SEC.gov ↗

Provise Management Group, LLC owners & executives

19 reported
NameTitleOwnershipSince
Eric Russell Ebbert ControlCeo/ManagerUnder 5%2005
Jon Michael Brethauer ControlPresident/ManagerUnder 5%2011
Kestra Financial,inc ControlManaging MemberOver 75%2014
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Frequently asked questions

How much does Provise Management Group, LLC manage?

Provise Management Group, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does Provise Management Group, LLC have?

Provise Management Group, LLC reports 19 employees.

Where is Provise Management Group, LLC located?

Provise Management Group, LLC is based in Clearwater, FL and has been SEC-registered since 1988.

Does Provise Management Group, LLC disclose fund performance?

Provise Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address611 Druid Rd E. Ste 105, Clearwater, FL 33756
Phone[727] 441-9022
Fax[727] 449-1625
Office hours8:00a.m.-5:00p.m. Eastern
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$1.78B
Non-discretionary$24.9M
Total (RAUM)$1.8B