Provident Trust Company

Overview

Provident Trust Company is an SEC registered investment adviser based in Waukesha, WI, registered since 1998. It reports $6.9B in assets under management across 1,037 accounts, with 12 employees. It has 5 investment adviser representatives.

Reported AUM

$6.9B

Discretionary

100%

Accounts

1,037

Average account

$6.6M

Employees

12

Advisory reps

5

Registered since

1998

Jurisdictions

13

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Investment Companies
• Other clients

Fee structure

Percentage of Assets

Executive officers 3 of 8

• James Scott Harkness Director, Chief Executive Officer CRD 4375804
• Michael Anthony Schelble President, Treasurer, Director CRD 2353554
• James Ross Daley Shareholder, Chief Compliance Officer, Chief Operating Officer CRD 6046719

5 more executive officers, with direct contact details

Advisory reps 3 of 5

• Paul Carl Baures Investment Adviser Rep CRD 2455458
• James Scott Harkness Investment Adviser Rep CRD 4375804
• Michael Anthony Schelble Investment Adviser Rep CRD 2353554

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

N16W23217 Stone Ridge Dr Ste 310
Waukesha, WI 53188

County

Waukesha

Metro area

Milwaukee-Waukesha, WI

Region

Midwest

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: provtrust.com

Every state, with registration dates

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