| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian P Alderson | Member | Under 5% | 2019 |
| Brian Summers Jones Control | Managing Member And Director Of Financial Planning | 25-50% | 2015 |
| Melissa Stewart Wall | Member | 5-10% | 2019 |
Providence Capital Advisors, LLC reports $916.3 million in regulatory assets under management on its Form ADV.
Providence Capital Advisors, LLC reports 13 employees.
Providence Capital Advisors, LLC is based in Charlotte, NC and has been SEC-registered since 2016.
Providence Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4500 Cameron Valley Parkway, Suite 270, Charlotte, NC 28211 |
| Phone | (704) 215-4420 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1730814 |
| Discloses disciplinary history | No |
| Discretionary | $872M |
| Non-discretionary | $44.2M |
| Total (RAUM) | $916.3M |