Providence Financial Advisors, LLC
● SEC registered since 2023CRD 124839SEC# 801-127183Overland Park, KS
Reg. AUM
$428.1M
Employees
5
Accounts
559
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 $428.1 million in regulatory assets under management and employs 5 people.
Providence Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Joseph Donaldson Control | Managing Director | Under 5% | 2008 |
| Steven Thomas Cox Control | President/Cco | Over 75% | 2003 |
Frequently asked questions
How much does Providence Financial Advisors, LLC manage?
Providence Financial Advisors, LLC reports $428.1 million in regulatory assets under management on its Form ADV.
How many employees does Providence Financial Advisors, LLC have?
Providence Financial Advisors, LLC reports 5 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
| Address | 6900 College Blvd.,, Suite 850, Overland Park, KS 66211 |
| Phone | 913-323-0535 |
| Fax | 866-711-3213 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$428.1M▼ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$428.1Mregulatory AUM
Discretionary $426.1MNon-discretionary $2.1M