Providence Financial Advisors, LLC
Providence Financial Advisors, LLC is an SEC-registered wealth manager in Overland Park, KS with $428.1M assets under management (AUM, regulatory AUM), -21% over one year. See who owns Providence Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124839, SEC 801-127183, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $428.1M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Overland Park, KS
- Employees
- 5
- Clients
- 186
- CRD
- 124839
- Ownership
- COX, STEVEN, THOMAS; DONALDSON, MARK, JOSEPH
How much AUM does Providence Financial Advisors, LLC have?
Providence Financial Advisors, LLC reported $428.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Providence Financial Advisors, LLC?
Disclosed owners and executives of Providence Financial Advisors, LLC include COX, STEVEN, THOMAS, DONALDSON, MARK, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.