Unclaimed Profile

Michael Joe Chapman

PROVIDENT CAPITAL MANAGEMENT INC·CARMEL, Indiana

Series 3, Series 7, Series 24, Series 63, Series 65CFP25 years registeredPROVIDENT CAPITAL MANAGEMENT INC

11595 N. MERIDIAN ST, CARMEL, IN 46032-4544CRD# 1114425Firm CRD# 133898

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Joe Chapman · CARMEL, IN

Registration

CRD #1114425 · PROVIDENT CAPITAL MANAGEMENT INC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PROVIDENT CAPITAL MANAGEMENT INC

KESSLER INVESTMENT GROUP, LLC

Feb 2024 – Jan 2026

COLUMBUS, IN

PROVIDENT CAPITAL MANAGEMENT INC

Aug 2010 – Jan 2024

CARMEL, IN

PROVIDENT CAPITAL MANAGEMENT, INC.

Feb 2002 – Mar 2005

CARMEL, IN

PROVIDENT CAPITAL MANAGEMENT, LLC

Dec 2000 – Dec 2002

CARMEL, IN

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 5, 2000

Years registered · 25

Professional designation · CFP

Disclosure History

2011Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

PROVIDENT CAPITAL MANAGEMENT INC

CRD 133898 · SEC 801-77108

AUM

$85M

Regulatory assets under management

Employees

437 client accounts

Services offered by PROVIDENT CAPITAL MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at PROVIDENT CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Michael Joe Chapman offer?

Michael Joe Chapman specializes in Financial Planning, Investment Management, Retirement Planning.

What are Michael Joe Chapman's credentials?

Michael Joe Chapman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Joe Chapman located?

Michael Joe Chapman is based in CARMEL, Indiana, last registered with PROVIDENT CAPITAL MANAGEMENT INC.

How does Michael Joe Chapman charge for services?

Michael Joe Chapman's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROVIDENT CAPITAL MANAGEMENT INC?

PROVIDENT CAPITAL MANAGEMENT INC has approximately 3 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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