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Richard Todd Wood

PROVIDENT CAPITAL MANAGEMENT INC·CARMEL, Indiana
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11595 N. MERIDIAN ST, CARMEL, IN 46032-4544CRD# 4793641Firm CRD# 133898
01

About

Richard Todd Wood is a registered financial advisor based in CARMEL, Indiana, affiliated with PROVIDENT CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
PROVIDENT CAPITAL MANAGEMENT INC
PROVIDENT CAPITAL MANAGEMENT INC
AUM
$85M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PROVIDENT CAPITAL MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 4793641
Firm CRD# 133898
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Todd Wood offer?
Richard Todd Wood specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CARMEL, Indiana for a consultation.
What are Richard Todd Wood's credentials?
Richard Todd Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Todd Wood located?
Richard Todd Wood is based in CARMEL, Indiana, working with PROVIDENT CAPITAL MANAGEMENT INC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does Richard Todd Wood charge for services?
Richard Todd Wood'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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Nearby cities in Indiana
INDIANAPOLIS (397)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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