Provident Investment Management, Inc.
- Regulatory AUM
- $1.1B
- Discretionary
- $1.0B
- Clients
- 318
- Avg AUM / client
- $3.6M
- Accounts
- 910
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 91 | $54.8M | 4.84% |
| High net worth individuals | 227 | $1.1B | 92.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $18.2M | 1.61% |
| Charitable organizations | Fewer than 5 clients | $8.1M | 0.72% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Horsburgh, Scott, Davin | President, Chief Compliance Officer | Oct 2004 (22y) | 50% – 75% | |
| Daniel J Boyle | Senior Vice President | CFA | Oct 2010 (16y) | 25% – 50% |
| Miles Graham Putnam | Vice President | CFA | Mar 2011 (15y) | 10% – 25% |
| James Matthew Skubik | Senior Portfolio Manager | CFA | Dec 2023 (3y) | 5% – 10% |
| Eric Scott Wathen | Registered representative | CFA | May 2025 (1y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (100% of AUM) Jun 2026
- Fidelity Brokerage Services $655M (56% of AUM) Jul 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗