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| Providence Capital Advisors LLC
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|---|---|
| CRD # | 174631 |
| SEC # | 801-107683 |
| CIK # | 0001730814 |
| AUM | 1,072.1 M (2026-03-10) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 704-215-4420 |
| Address | 4500 Cameron Valley Parkway Charlotte, NC 28211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.7 | ||
| Nvidia Corp | 20.2 | ||
| Microsoft Corp | 19.2 | ||
| Alphabet Inc | 18.5 | ||
| Amazon Com Inc | 17.6 | ||
| J P Morgan Chase & Co | 12.3 | ||
| Texas Instruments Inc | 11.2 | ||
| Schlumberger Ltd /NV/ | 10.0 | ||
| Bank of America Corp /DE/ | 9.7 | ||
| AMB Property Corp | 9.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 58.5 |
| (b) Individuals (high net worth individuals) | 254 | 998.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.8 |
| (h) Charitable organizations | 5 | 8.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,745 | 1,072.1 |
| By Discretionary | ||
| Discretionary | 2,731 | 1,058.3 |
| Non-Discretionary | 14 | 13.7 |
| Total | 2,745 | 1,072.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,072.1 | |
| Total | 2,745 | 1,072.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730814] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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