# PROVISE MANAGEMENT GROUP, LLC

PROVISE MANAGEMENT GROUP, LLC of CLEARWATER, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 105375
- Type: SEC-registered investment adviser
- SEC file number: 801-32172
- Location: 611 DRUID RD E. STE 105, CLEARWATER, FL, 33756
- Phone: \[727\] 441-9022
- Latest filing: 2026-06-01
- Regulatory AUM: $2.0B
- Discretionary AUM: $2.0B
- Non-discretionary AUM: $22.7M
- Clients: 22
- Accounts: 3,492

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (29)

_Showing 25 of 29 people._

| Name | Role | Location |
| --- | --- | --- |
| Robert Bredt Norwood | SECRETARY | — |
| Yin Yin | ASSISTANT SECRETARY; CONTROLLER | — |
| Vincent Raymond Ferrara | EXECUTIVE CHAIR/MANAGER | — |
| Eric Russell Ebbert | CEO/MANAGER | — |
| Jon Michael Brethauer | PRESIDENT/MANAGER | — |
| Shane D O'Hara | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Susan Clementine Washburn | SENIOR FINANCIAL PLANNER | — |
| FERRARA VINCENT RAYMOND | CHAIR/CEO/CHIEF COMPLIANCE OFFICER/MANAGER; CHAIRMAN/CEO/CHIEF COMPLIANCE OFFICER/MANAGER; EXECUTIVE CHAIR/CHIEF COMPLIANCE OFFICER/MANAGER (+6 more) | — |
| PREWETT LUCAS | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/COO; EXECUTIVE VICE PRESIDENT/COO/DIRECTOR | — |
| FYFE BRUCE ELLIOTT | DIRECTOR; EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/DIRECTOR | — |
| FLEEGER ALLEN EDWARD | CCO | — |
| ADAMS KIMBERLY LYN | CFO; EXECUTIVE VICE PRESIDENT/CFO/DIRECTOR; SENIOR VICE PRESIDENT/DIRECTOR | — |
| EBBERT ERIC RUSSELL | CEO/MANAGER; COO; EXECUTIVE VICE PRESIDENT/COO/DIRECTOR (+4 more) | — |
| POER JAMES LYNN | VICE PRESIDENT | — |
| NORWOOD ROBERT BREDT | SECRETARY; VICE PRESIDENT, ASSISTANT SECRETARY | — |
| SCHNEIDER BRETT RONALD | DIRECTOR | — |
| LIESER LORI MICHELL | VICE PRESIDENT | — |
| ADAMS-DIPIERO KIMBERLY LYN | EXECUTIVE VICE PRESIDENT/CFO; EXECUTIVE VICE PRESIDENT/CFO/DIRECTOR | — |
| CROY NANCY BOWLER | EXECUTIVE VICE PRESIDENT; SENIOR VICE PRESIDENT | — |
| BRETHAUER JON MICHAEL | EXECUTIVE VICE PRESIDENT; PRESIDENT/MANAGER; VICE PRESIDENT | — |
| TENRET TINA JOAN | VICE PRESIDENT | — |
| DURBIN ANGELA NELSON | SECRETARY/TREASURER | — |
| ZAIDMAN LYDIA R | ASSISTANT SECRETARY | — |
| Britnell Michelle | COO, SECRETARY/TREASURER | — |
| COMMORATO MARIANNE | VICE PRESIDENT, COMPLIANCE | — |


## Disclosures (12)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2018-06-12 | regulatory | SELF-REPORTED TO THE SEC PURSUANT TO THE DIVISION OF ENFORCEMENT'S SHARE CLASS SELECTION DISCLOSURE INITIATIVE. ALLEGATIONS CONCERNED INADEQUATE DISCLOSURE WITH RESPECT TO THE RECEIPT OF 12B-1 FEES, SELECTION OF MUTUAL FUND SHARE CLASSES THAT PAY SUCH FEES, AND ASSOCIATED CONFLICTS OF INTEREST. | Final | — |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105375/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105375/similar
- Related entities: https://search.stillhousedata.com/firm/105375/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105375

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.