9AT: PROVIDENT INVESTMENT MANAGEMENT, INC.

Adviser Profile

As of Date	06/10/2026
Registration	SEC, Approved, 09/14/1981
ADV Location	NOVI, MI, United States
Contact Info	248 xxxxxxx
Websites

AUM^*	1,133,614,748 4%
of that, discretionary	1,019,378,294 9%
Number of Employees	10 11%
of those in investment advisory functions	6
Private Fund GAV^*	0
Avg Account Size	1,245,730 -59%
% High Net Worth	69.63% 2%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser STRATEGIC ASSET MANAGEMENT GROUP ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM416.5m	#Funds-
Adviser MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM150.5m	#Funds-
Adviser ALLISON INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM170.4m	#Funds-
Adviser RESEARCH & PORTFOLIO MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM160.8m	#Funds-
Adviser SS&H FINANCIAL ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM482.2m	#Funds-
Adviser AIM CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM309.3m	#Funds-
Adviser PACIFICA WEALTH ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM176.1m	#Funds-
Adviser LAKEWOOD ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM248.7m	#Funds-
Adviser PLANNING WORKS ADVISORY, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM199.8m	#Funds-
Adviser RIVERVIEW CAPITAL ADVISERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund30.1m	Total Private Fund GAV30.1m	AUM624.1m	#Funds22

Brochure Summary

Overview

Firm Description Provident Investment Management, Inc. is a money management firm founded in 1981. We specialize in managing portfolios of individual securities that we have researched ourselves. Our goal is the growth of client portfolios and improved investment performance. We aim to “beat the market.” Investments may include: growth equities (stocks), dividend equities, corporate debt securities, municipal securities, mutual funds, exchange-traded funds (ETFs) and U.S. government securities. Growth stock portfolios are structured to emphasize companies with above- average long-term earnings growth potential, while attempting to keep risk commensurate with the overall stock market. Dividend equities prioritize return of capital to shareholders through dividends, share buybacks, and debt reduction. Fixed income investments are utilized as necessary to meet client needs for income or a lower risk profile. Pursuing these goals limits the degree to which a stock portfolio is tailored to each client. Prospective clients of Provident Investment Management will be offered a complimentary discussion and broad review of their personal circumstances in order to understand whether our firm is an appropriate fit for them. Together with the client, we will determine the investment objectives that govern the assets we

are to manage. Upon establishing a new client relationship, we will review the securities entrusted to our management and make such changes as we deem appropriate in keeping with client objectives. We review accounts on a continuous basis and make such changes as we judge desirable on a discretionary basis, unless otherwise agreed to with the client. Clients have the right to place reasonable restrictions on the management of their accounts (e.g., no manufacturers of tobacco or alcohol). We write articles and reports about investments that are featured in unaffiliated publications. Provident is compensated for this work. Provident recommends a large national brokerage firm as custodian of client assets, but Provident itself does not act as custodian. Clients always maintain control over their own accounts. Provident manages client portfolios under a limited power of attorney that does not include the power to withdraw funds. As of December 31, 2023, Provident Investment Management managed approximately $1,088 billion in assets for 360 clients. Approximately $995 million is managed on a discretionary basis, and $93 million is managed on a non-discretionary basis. Principal Owners Provident Investment Management, Inc. is organized as a Corporation. Scott Horsburgh, Daniel Boyle, Miles Putnam, and James Skubik are its only shareholders.

PROVIDENT INVESTMENT MANAGEMENT, INC.

PROVIDENT INVESTMENT MANAGEMENT, INC.

SEGER ELVEKROG INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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PROVIDENT INVESTMENT MANAGEMENT, INC. PROVIDENT INVESTMENT MANAGEMENT, INC. SEGER ELVEKROG INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

PROVIDENT INVESTMENT MANAGEMENT, INC.

PROVIDENT INVESTMENT MANAGEMENT, INC.

SEGER ELVEKROG INC