|
⚲
|
| Keyboard |
| Providence Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 124839 |
| SEC # | 801-127183 |
| CIK # | 0002072264 |
| AUM | 428.1 M (2026-02-27) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 913-323-0535 |
| Address | 6900 College Blvd, Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002072264 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.2 | ||
| Lilly Eli & Co | 2.9 | ||
| Caterpillar Inc | 2.3 | ||
| Johnson & Johnson | 1.6 | ||
| Deere & Co | 1.1 | ||
| Procter & Gamble Co | 0.9 | ||
| Philip Morris International Inc | 0.7 | ||
| Home Depot Inc | 0.6 | ||
| International Business Machines Corp | 0.5 | ||
| AT&T Inc | 0.5 | ||
| Merck & Co Inc | 0.5 | ||
| Coca Cola Co | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| Apple Inc | 0.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 37.3 |
| (b) Individuals (high net worth individuals) | 58 | 147.0 |
| (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 | 0.0 |
| (h) Charitable organizations | 11 | 216.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 27.2 |
| (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 | 559 | 428.1 |
| By Discretionary | ||
| Discretionary | 552 | 426.1 |
| Non-Discretionary | 7 | 2.1 |
| Total | 559 | 428.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 428.1 | |
| Total | 559 | 428.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002072264] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Shayne & Jacobs LLC
✚
|
TN | 429.5 M |
|
Symphony Financial Services Inc
✚
|
OH | 428.7 M |
|
Lawson Kroeker Investment Management Inc
✚
|
NE | 428.6 M |
|
SWMG Holdings LLC
✚
|
GA | 428.5 M |
|
Blue Water Asset Management LLC
✚
|
MI | 428.5 M |
|
Haven Private LLC
✚
|
FL | 428.1 M |
|
Kerux LLC
✚
|
CA | 428.0 M |
|
McCarter Private Wealth Services LLC
✚
|
MA | 427.7 M |
|
Coordinated Financial Services Inc
✚
|
CO | 427.3 M |
|
HFG Advisors Inc
✚
|
OH | 426.7 M |