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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does ProVise Management Group have?","answer":"ProVise Management Group has 16 investment adviser representatives registered with state securities authorities, out of 22 employees, and 16 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does ProVise Management Group invest in?","answer":"At the end of its last fiscal year, ProVise Management Group’s separately managed accounts held 43% registered funds (mutual funds, ETFs, BDCs), 42% exchange-traded equities, 11% cash and equivalents, 2% U.S. government and agency bonds, 2% state and local bonds and 1% other. 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