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Provise Management Group, LLC
ProVise Management Group, LLC is an SEC-registered investment adviser headquartered in Clearwater, Florida. Founded in 1986, the firm primarily serves individuals—including a significant number of high net worth clients—as well as some pension plans and charitable organizations. With approximately 19 employees, it provides personalized wealth management, financial planning, and investment advisory services. The firm is known for its deep local presence and commitment to client education and fiduciary standards.
Investment Strategy
ProVise Management Group, LLC utilizes a diversified, client-centric investment approach tailored to each client’s goals. The firm primarily constructs portfolios using equity and fixed income securities, ETFs, and mutual funds, focusing on long-term growth and risk management. Their strategy emphasizes asset allocation, regular portfolio rebalancing, and tax-efficient investing for individuals and families, with high attention to fiduciary responsibility, transparency, and holistic financial planning.
Latest 13F Filing Activity
Provise Management Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 258 equity positions with a total 13F market value of $1B. The fund increased holdings in Microsoft Corp., Oracle Corp., Alphabet Inc. among other positions. Provise Management Group, LLC reduced exposure to Berkshire Hathaway Inc. Del, Becton Dickinson & Co., Fiserv Inc. among others.
Top Holdings
Equity Positions (258)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRO | ISHARES TR | 6.60% | $83.5M | 1,306,447 | $54.06 | $63.94 | +$3.1M |
M MSFT | MICROSOFT CORP | 3.58% | $45.4M | 91,229 | $146.55 | $497.41 | +$11.6M |
I IWY | ISHARES TR | 2.55% | $32.2M | 130,751 | $172.41 | $246.51 | +$4.5M |
| BERKSHIRE HATHAWAY INC DEL | 2.50% | $31.7M | 65,167 | $249.75 | $485.77 | -$3.4M | |
J JPM | JPMORGAN CHASE & CO. | 2.47% | $31.3M | 108,075 | $103.26 | $289.91 | +$4.6M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
D Daniel Mannix | Portfolio Manager | Clearwater, FL , United States | |
 | Investment Analyst | Safety Harbor, FL , United States |
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