PROVIDENCE FINANCIAL ADVISORS, LLC
CRD #124839 SEC #801-127183 OVERLAND PARK, KS 913-323-0535
SEC Registered
Total AUM
$544.5M
Discretionary
$366.6M
Employees
3
Clients
0
Accounts
525
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DONALDSON, MARK, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| DONALDSON, MARK, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| DONALDSON, MARK, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| DONALDSON, MARK, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| DONALDSON, MARK, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| DONALDSON, MARK, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| DONALDSON, MARK, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| DONALDSON, MARK, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| COX, STEVEN, THOMAS | I | PRESIDENT/CCO | E | Control |
| COX, STEVEN, THOMAS | I | PRESIDENT/CCO | E | Control |
| COX, STEVEN, THOMAS | I | PRESIDENT/CCO | E | Control |
| COX, STEVEN, THOMAS | I | PRESIDENT/CCO | E | Control |
| COX, STEVEN, THOMAS | I | PRESIDENT/CCO | E | Control |
| COX, STEVEN, THOMAS | I | PRESIDENT/CCO | E | Control |
| COX, STEVEN, THOMAS | I | PRESIDENT/CCO | E | Control |
| COX, STEVEN, THOMAS | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Mar 3, 2025 REGISTERED
Notice Filings (3)
KS MO TX
Address
6900 COLLEGE BLVD.,SUITE 850
OVERLAND PARK, KS 66211
United States
Phone: 913-323-0535