PROVISE MANAGEMENT GROUP, LLC
CRD #105375 SEC #801-32172 CLEARWATER, FL [727] 441-9022
SEC Registered Disclosures
Total AUM
$1.8B
Discretionary
$1.8B
Employees
19
Clients
--
Accounts
3,439
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.8B | $1.8B | $24.9M | 19 | 42 |
| Mar 2025 | $1.8B | $1.8B | $24.9M | 19 | 42 |
| Mar 2024 | $1.9B | $1.9B | $17.7M | 21 | 36 |
| Mar 2024 | $1.9B | $1.9B | $17.7M | 21 | 36 |
| Mar 2023 | $1.6B | $1.6B | $8.6M | 21 | 41 |
| Mar 2023 | $1.6B | $1.6B | $8.6M | 21 | 41 |
| Nov 2022 | $1.8B | $1.8B | $9.3M | 19 | 46 |
| Nov 2022 | $1.8B | $1.8B | $9.3M | 19 | 46 |
| Mar 2022 | $1.8B | $1.8B | $9.3M | 19 | 46 |
| Mar 2022 | $1.8B | $1.8B | $9.3M | 19 | 46 |
| Jul 2021 | $1.5B | $1.5B | $10.7M | 19 | 49 |
| Apr 2021 | $1.5B | $1.5B | $10.7M | 19 | 49 |
| Apr 2021 | $1.5B | $1.5B | $10.7M | 19 | 49 |
| Mar 2021 | $1.5B | $1.5B | $10.7M | 19 | 49 |
| Jun 2020 | $1.5B | $1.5B | $6.2M | 18 | 5 |
| Jun 2020 | $1.5B | $1.5B | $6.2M | 18 | 5 |
| Mar 2020 | $1.5B | $1.5B | $6.2M | 18 | 5 |
| Jul 2019 | $1.3B | $1.3B | $7.8M | 19 | 9 |
| Mar 2019 | $1.3B | $1.3B | $7.8M | 20 | 9 |
| Oct 2018 | $1.4B | $1.4B | $4.1M | 18 | 15 |
| Aug 2018 | $1.4B | $1.4B | $4.1M | 18 | 15 |
| Mar 2018 | $1.4B | $1.4B | $4.1M | 19 | 15 |
| Sep 2017 | $1.3B | $1.3B | $3.3M | 21 | 1,000 |
| Jun 2017 | $1.3B | $1.3B | $3.3M | 21 | 1,000 |
| Mar 2017 | $1.3B | $1.3B | $3.3M | 21 | 1,000 |
| Dec 2016 | $1.2B | $1.2B | $3.2M | 24 | 1,000 |
| Jul 2016 | $1.2B | $1.2B | $3.2M | 24 | 1,000 |
| Mar 2016 | $1.2B | $1.2B | $3.2M | 25 | 1,000 |
| Nov 2015 | $1.2B | $1.2B | $3.2M | 25 | 900 |
| Oct 2015 | $1.2B | $1.2B | $3.2M | 25 | 900 |
| Jul 2015 | $1.2B | $1.2B | $3.2M | 25 | 900 |
| May 2015 | $1.2B | $1.2B | $3.2M | 25 | 900 |
| Mar 2015 | $1.2B | $1.2B | $3.2M | 25 | 900 |
| Dec 2014 | $1.1B | $1.1B | $4.6M | 16 | 800 |
| Sep 2014 | $1.1B | $1.1B | $4.6M | 16 | 800 |
| Apr 2014 | $982.9M | $977.1M | $5.8M | 16 | 800 |
| Mar 2014 | $982.9M | $977.1M | $5.8M | 16 | 800 |
| Nov 2013 | $757.5M | $752.7M | $4.8M | 16 | 613 |
| Oct 2013 | $757.5M | $752.7M | $4.8M | 16 | 613 |
| Aug 2013 | $757.5M | $752.7M | $4.8M | 16 | 613 |
| Mar 2013 | $757.5M | $752.7M | $4.8M | 16 | 613 |
| Feb 2013 | $705.6M | $700.6M | $5M | 16 | 607 |
| Dec 2012 | $705.6M | $700.6M | $5M | 16 | 607 |
| Mar 2012 | $705.6M | $700.6M | $5M | 11 | 607 |
| Jul 2011 | $712.6M | $709.8M | $2.8M | -- | -- |
| Jan 2010 | $563.7M | $556M | $7.7M | -- | -- |
| Apr 2009 | $563.7M | $556M | $7.7M | -- | -- |
| Mar 2009 | $563.7M | $556M | $7.7M | -- | -- |
| Jan 2008 | $658.3M | $635.7M | $22.7M | -- | -- |
| Mar 2007 | $491.3M | $465.4M | $26M | -- | -- |
| Jan 2007 | $491.3M | $465.4M | $26M | -- | -- |
| Nov 2006 | $491.3M | $465.4M | $26M | -- | -- |
| Nov 2006 | $491.3M | $465.4M | $26M | -- | -- |
| Mar 2006 | $491.3M | $465.4M | $26M | -- | -- |
| Dec 2005 | $477.2M | $449.6M | $27.7M | -- | -- |
| Jul 2004 | $386M | $325.3M | $60.7M | -- | -- |
| Mar 2004 | $386M | $325.3M | $60.7M | -- | -- |
| Apr 2002 | $292.4M | $258.7M | $33.7M | -- | -- |
| Apr 2002 | $292.4M | $258.7M | $33.7M | -- | -- |
| Apr 2002 | $292.4M | $258.7M | $33.7M | -- | -- |
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$24.9M
Employees19
Clients42
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$24.9M
Employees19
Clients42
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$17.7M
Employees21
Clients36
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$17.7M
Employees21
Clients36
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$8.6M
Employees21
Clients41
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$8.6M
Employees21
Clients41
DateNov 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.3M
Employees19
Clients46
DateNov 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.3M
Employees19
Clients46
DateMar 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.3M
Employees19
Clients46
DateMar 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.3M
Employees19
Clients46
DateJul 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$10.7M
Employees19
Clients49
DateApr 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$10.7M
Employees19
Clients49
DateApr 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$10.7M
Employees19
Clients49
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$10.7M
Employees19
Clients49
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$6.2M
Employees18
Clients5
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$6.2M
Employees18
Clients5
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$6.2M
Employees18
Clients5
DateJul 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$7.8M
Employees19
Clients9
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$7.8M
Employees20
Clients9
DateOct 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$4.1M
Employees18
Clients15
DateAug 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$4.1M
Employees18
Clients15
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$4.1M
Employees19
Clients15
DateSep 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$3.3M
Employees21
Clients1,000
DateJun 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$3.3M
Employees21
Clients1,000
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$3.3M
Employees21
Clients1,000
DateDec 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$3.2M
Employees24
Clients1,000
DateJul 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$3.2M
Employees24
Clients1,000
DateMar 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$3.2M
Employees25
Clients1,000
DateNov 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$3.2M
Employees25
Clients900
DateOct 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$3.2M
Employees25
Clients900
DateJul 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$3.2M
Employees25
Clients900
DateMay 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$3.2M
Employees25
Clients900
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$3.2M
Employees25
Clients900
DateDec 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4.6M
Employees16
Clients800
DateSep 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4.6M
Employees16
Clients800
DateApr 2014
Total AUM$982.9M
Discretionary$977.1M
Non-Disc.$5.8M
Employees16
Clients800
DateMar 2014
Total AUM$982.9M
Discretionary$977.1M
Non-Disc.$5.8M
Employees16
Clients800
DateNov 2013
Total AUM$757.5M
Discretionary$752.7M
Non-Disc.$4.8M
Employees16
Clients613
DateOct 2013
Total AUM$757.5M
Discretionary$752.7M
Non-Disc.$4.8M
Employees16
Clients613
DateAug 2013
Total AUM$757.5M
Discretionary$752.7M
Non-Disc.$4.8M
Employees16
Clients613
DateMar 2013
Total AUM$757.5M
Discretionary$752.7M
Non-Disc.$4.8M
Employees16
Clients613
DateFeb 2013
Total AUM$705.6M
Discretionary$700.6M
Non-Disc.$5M
Employees16
Clients607
DateDec 2012
Total AUM$705.6M
Discretionary$700.6M
Non-Disc.$5M
Employees16
Clients607
DateMar 2012
Total AUM$705.6M
Discretionary$700.6M
Non-Disc.$5M
Employees11
Clients607
DateJul 2011
Total AUM$712.6M
Discretionary$709.8M
Non-Disc.$2.8M
Employees--
Clients--
DateJan 2010
Total AUM$563.7M
Discretionary$556M
Non-Disc.$7.7M
Employees--
Clients--
DateApr 2009
Total AUM$563.7M
Discretionary$556M
Non-Disc.$7.7M
Employees--
Clients--
DateMar 2009
Total AUM$563.7M
Discretionary$556M
Non-Disc.$7.7M
Employees--
Clients--
DateJan 2008
Total AUM$658.3M
Discretionary$635.7M
Non-Disc.$22.7M
Employees--
Clients--
DateMar 2007
Total AUM$491.3M
Discretionary$465.4M
Non-Disc.$26M
Employees--
Clients--
DateJan 2007
Total AUM$491.3M
Discretionary$465.4M
Non-Disc.$26M
Employees--
Clients--
DateNov 2006
Total AUM$491.3M
Discretionary$465.4M
Non-Disc.$26M
Employees--
Clients--
DateNov 2006
Total AUM$491.3M
Discretionary$465.4M
Non-Disc.$26M
Employees--
Clients--
DateMar 2006
Total AUM$491.3M
Discretionary$465.4M
Non-Disc.$26M
Employees--
Clients--
DateDec 2005
Total AUM$477.2M
Discretionary$449.6M
Non-Disc.$27.7M
Employees--
Clients--
DateJul 2004
Total AUM$386M
Discretionary$325.3M
Non-Disc.$60.7M
Employees--
Clients--
DateMar 2004
Total AUM$386M
Discretionary$325.3M
Non-Disc.$60.7M
Employees--
Clients--
DateApr 2002
Total AUM$292.4M
Discretionary$258.7M
Non-Disc.$33.7M
Employees--
Clients--
DateApr 2002
Total AUM$292.4M
Discretionary$258.7M
Non-Disc.$33.7M
Employees--
Clients--
DateApr 2002
Total AUM$292.4M
Discretionary$258.7M
Non-Disc.$33.7M
Employees--
Clients--