Provider Financial, Inc.
● SEC registered since 2018CRD 168964SEC# 801-113344Indianapolis, IN
Reg. AUM
$304M
Employees
3
Accounts
735
Location
Indianapolis, IN
Provider Financial, Inc. assets under management
Provider Financial, Inc. is an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 2018. It reports $304 million in regulatory assets under management and employs 3 people.
Provider Financial, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Laine Malmquist Control | President/Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Provider Financial, Inc. manage?
Provider Financial, Inc. reports $304 million in regulatory assets under management on its Form ADV.
How many employees does Provider Financial, Inc. have?
Provider Financial, Inc. reports 3 employees.
Where is Provider Financial, Inc. located?
Provider Financial, Inc. is based in Indianapolis, IN and has been SEC-registered since 2018.
Does Provider Financial, Inc. disclose fund performance?
Provider Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3091 East 98th Street, Suite 200, Indianapolis, IN 46280 |
| Phone | (317)706-0890 |
| Fax | (317)706-0910 |
| Office hours | 8:30-4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$304M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$304Mregulatory AUM
Discretionary $304M