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PROVIDENT INVESTMENT MANAGEMENT, INC.

NOVI, MI · CRD 106976 · IAPD ↗ · investprovident.com · 248-380-1700

$1.13BRegulatory AUM
6Advisory reps
10Employees
0Clients
26-50Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — PROVIDENT INVESTMENT MANAGEMENT, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
April 2026 — PROVIDENT INVESTMENT MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — PROVIDENT INVESTMENT MANAGEMENT, INC. now reports custody of client assets ($82.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
80
April 2026 — PROVIDENT INVESTMENT MANAGEMENT, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
51
January 2026 — PROVIDENT INVESTMENT MANAGEMENT, INC. notice-filed in NE, NH, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — PROVIDENT INVESTMENT MANAGEMENT, INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2024 — PROVIDENT INVESTMENT MANAGEMENT, INC. changed its website from petoskeyfund.com to investprovident.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2024 — PROVIDENT INVESTMENT MANAGEMENT, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — PROVIDENT INVESTMENT MANAGEMENT, INC. crossed $1B in regulatory AUM ($950.2M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.