James Skubik
Provident Investment Management · Novi, Michigan
James Skubik is a fee-only financial advisor at Provident Investment Management in Novi, Michigan, who holds the CFA credential. James focuses on family wealth transfer. Provident Investment Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Provident Investment Management |
|---|---|
| Based in | Novi, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.13B across 910 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MI, TX · CRD 4994908 |
| Exams passed | Series 63 (2005) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.investprovident.com |
How James's firm compares
- Provident Investment Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 910 accounts).
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Questions about James
Is James Skubik a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Provident Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Provident Investment Management, reports charging a percentage of assets on its SEC Form ADV.
How much does James charge?
According to Provident Investment Management's website, checked October 30, 2026: a $500,000 asset minimum.
Does James work with clients virtually?
Yes. Provident Investment Management says on its website that it works with clients remotely.
Where is James Skubik based?
James Skubik is based in Novi, Michigan.
What does James specialize in?
James's specialties include family wealth transfer. James works with multi-generational families.
What credentials does James Skubik hold?
James Skubik holds the CFA credential.
Is James Skubik registered with the SEC?
Yes. James Skubik is registered as an investment adviser representative in MI and TX (CRD 4994908), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Provident Investment Management manage?
Provident Investment Management reports $1.13B across 910 accounts in assets under management.
How do I contact James Skubik?
Through James's website, www.investprovident.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Provident Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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