America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 33
2026 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES
PROVIDENT
TRUST GROUP
Brad Kraft
President,
Provident Trust
Group
New business contact:
Heather Radino
National Sales Representative
(949) 325-6707
Heather.Radino@ascensus.com
Provident Trust Group
7450 Arroyo Crossing Parkway, Suite 230
Las Vegas, Nevada 89113 • View more on PTG
Contact Heather Radino
Provident Trust Group, LLC, is a Nevada-chartered trust company with
a national client base. Our mission is to provide our clients the ability
to invest in alternative assets with retirement assets. Serving more
than 27,000 clients and with over $12 billion in assets under custody,
we have the expertise and experience to help your clients. Our dedicated team is committed to offering personalized service and innovative custodial solutions to meet the needs of investors.
Provident Trust Group,
an Ascensus owned company, is a trust company
specializing in custodial
services for self-directed
IRAs. When clients want to
invest in alternative assets
like real estate, capital lending, and precious metals,
Provident Trust Group offers
custodial services providing
flexibility for investments
beyond traditional stocks
and bonds—supporting you
and your clients’ diversified
investment strategy.
When investing with a self-directed individual retirement account
(SDIRA), the IRS requires your clients to have a custodian, or a passive
entity to hold account investments. That’s where we come in. As a custodian, we are responsible for establishing accounts, coordinating and
executing account actions, as well as tax reporting and recordkeeping
duties on behalf of your client’s account.
Common
SDIRA
investments
• Real estate
• LLCs
• Precious metals
• Promissory notes
• Partnerships
Other
examples
of SDIRA
investments
• Livestock
• Marinas
• Structured
settlements
• Natural gas
• Timber rights
• Private equity
• Vineyards
• Restaurants
• And more
Number of IRA custodian
accounts: 27,000+
Total assets under custody
(AUC): $12 billion
Advisors supported: We
work with a variety of Wealth
Advisors nationally
• Start-ups
Provident Trust Group provides these alternative asset
custody services through
secure technology-enabled
solutions. Supported by
Ascensus, a company that
has been helping people
save for retirement for
over 40 years, we focus on
delivering an optimal service
experience through a techenabled platform tailored to
serve investors interested in
alternative asset classes.
States chartered/
licensed in: Nevada, while
serving clients nationwide.
Annual fee (in dollars):
$395 flat, annually
Simplified Fee Approach:
View fee schedule
Expertise: 85% of all eligible
employees have IRA Professional designations
Dedicated Expertise VIP to
service over 27,000 clients
STR AT E G I C F E AT U R E S
TAX REPORTING
IRA AND SOLO K ACCOUNTS
RECORDKEEPING
TAX ADVANTAGES
INVESTMENT FLEXIBILITY
CUSTODIAL SERVICES
/ASSET HOLDING
PORTFOLIO DIVERSIFICATION
VIP CLIENT SERVICING
COMPETITIVE FLAT FEE
STRUCTURE
SUB-CUSTODIAL
ACCOUNTS FOR 401K’S
PROPRIETARY SOFTWARE
ACTIVE RETIREMENT INDUSTRY
ASSOCIATION MEMBER - RITA
Additional support:
Marketing brochures, fact
sheets, and presentations.
Proprietary technology offers
a simplified experience you
won’t find anywhere else. The
Client Onboarding Team helps
with technical details of setting up accounts to get your
clients up and running quickly.
Provident Trust Group, LLC, is a non-discretionary, passive, directed custodian that does not provide investment advice or recommendations, is not responsible for
reviewing and does not endorse any investment or investment advisor, and does not guarantee the performance of any investment.
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