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PROVIDENCE CAPITAL ADVISORS, LLC
CRD 174631 · SEC 801-107683
4500 CAMERON VALLEY PARKWAY, SUITE 270, CHARLOTTE, NC, 28211, United States
Phone
(704) 215-4420
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.07B
Discretionary AUM
$1.06B
Team
14 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 170 | $58.5M |
| High net worth individuals | 254 | $998.5M |
| Charitable organizations | 5 | $8.2M |
States served
CA, GA, LA, MD, NY, NC, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD