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Providence Financial Advisors, LLC

● SEC registered since 2023CRD 124839SEC# 801-127183Overland Park, KS
Export (members)
Reg. AUM
$544.5M
Employees
3
Accounts
525
Location
Overland Park, KS

Providence Financial Advisors, LLC assets under management

Providence Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Overland Park, KS. The firm has been registered since 2023. It reports $544.5 million in regulatory assets under management and employs 3 people.
pfa-llc.comView on SEC.gov ↗

Providence Financial Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Mark Joseph Donaldson ControlManaging DirectorUnder 5%2008
Steven Thomas Cox ControlPresident/CcoOver 75%2003

Frequently asked questions

How much does Providence Financial Advisors, LLC manage?

Providence Financial Advisors, LLC reports $544.5 million in regulatory assets under management on its Form ADV.

How many employees does Providence Financial Advisors, LLC have?

Providence Financial Advisors, LLC reports 3 employees.

Where is Providence Financial Advisors, LLC located?

Providence Financial Advisors, LLC is based in Overland Park, KS and has been SEC-registered since 2023.

Does Providence Financial Advisors, LLC disclose fund performance?

Providence Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6900 College Blvd.,, Suite 850, Overland Park, KS 66211
Phone913-323-0535
Fax866-711-3213
Office hours8:30a.m.-5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$366.6M
Non-discretionary$177.9M
Total (RAUM)$544.5M