PROVIDENCE CAPITAL ADVISORS, LLC

4500 Cameron Valley Parkway
Suite 270
Charlotte, North Carolina 28211
Tel: (704) 215-4420

About PROVIDENCE CAPITAL ADVISORS, LLC

PROVIDENCE CAPITAL ADVISORS, LLC, formally registered with the SEC as PROVIDENCE CAPITAL ADVISORS, LLC. The firm was established in 04/19/2016. They have over 1 offices throughout the country.

PROVIDENCE CAPITAL ADVISORS, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $770,028,791 assets under management, offering retirement planning & investment advisory services to 2244 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174631
SEC#	801-107683
Assets Managed by Firm	$770,028,791
No. of Clients	2244
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2244	$770,028,791
Individuals (other than high net worth individuals)	170	$58,605,889
High net worth individuals	225	$687,699,454
Pension and profit sharing plans	10	$21,256,228
Charitable organizations	Fewer than 5 clients	$2,467,220

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