Provise Management Group LLC

Provise Management Group LLC, a limited liability company headquartered in Florida, boasts a team of 19 professionals, 14 of whom provide advisory services to their nine clients. It has been registered with the U.S. Securities and Exchange Commission since June 2, 1988, and has an approved status.

• ERIC RUSSELL EBBERT

  PRESIDENT/MANAGER owns less than 5%

• JAMES LYNN POER

  VICE PRESIDENT owns less than 5%

• JON MICHAEL BRETHAUER

  EXECUTIVE VICE PRESIDENT owns less than 5%

• KESTRA FINANCIAL,INC

  MANAGING MEMBER owns 75% or more

• KIMBERLY LYN ADAMS-DIPIERO

  EXECUTIVE VICE PRESIDENT/CFO owns less than 5%

• MARIANNE COMMORATO

  VICE PRESIDENT, COMPLIANCE owns less than 5%

• MICHELLE BRITNELL

  COO, SECRETARY/TREASURER owns less than 5%

• NANCY BOWLER CROY

  EXECUTIVE VICE PRESIDENT owns less than 5%

• ROBERT BREDT NORWOOD

  VICE PRESIDENT, ASSISTANT SECRETARY owns less than 5%

• VINCENT RAYMOND FERRARA

  CHAIR/CEO/CHIEF COMPLIANCE OFFICER/MANAGER owns less than 5%

• YIN YIN

  ASSISTANT SECRETARY owns less than 5%

• KESTRA ADVISOR SERVICES HOLDINGS A, INC.

  OWNER owns 75% or more

• KESTRA ADVISOR SERVICES HOLDINGS B, INC.

  OWNER owns 75% or more

• KESTRA ADVISOR SERVICES HOLDINGS C, INC.

  OWNER owns 75% or more

• KINGFISHER HOLDING A, INC.

  OWNER owns 75% or more

• KINGFISHER HOLDING B, INC.

  OWNER owns 75% or more

• KINGFISHER HOLDING GP, LLC

  GENERAL PARTNER

• KINGFISHER HOLDING, L.P.

  OWNER owns 75% or more

• WARBURG PINCUS FINANCIAL SECTOR, L.P.

  LIMITED PARTNER owns more than 25% but less than 50%

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• Successful Portfolios LLC
• Fiduciary Partners Investment Consulting LLC
• Client 1st Advisory Group LLC

• ProVise Management Group's Q3 vs. Q4 2022 Holdings Comparison: Insights into Top Investment Strategies

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