PROVIDER FINANCIAL, INC.
CRD #168964 SEC #801-113344 INDIANAPOLIS, IN (317)706-0890
SEC Registered
Total AUM
$281M
Discretionary
$281M
Employees
3
Clients
1
Accounts
774
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $281M | $281M | $0 | 3 | 0 |
| Nov 2025 | $281M | $281M | $0 | 3 | 0 |
| Jul 2025 | $281M | $281M | $0 | 3 | 0 |
| Mar 2025 | $281M | $281M | $0 | 3 | 0 |
| Dec 2024 | $240M | $240M | $0 | 2 | 0 |
| Mar 2024 | $240M | $240M | $0 | 2 | 0 |
| Mar 2023 | $211M | $211M | $0 | 2 | 0 |
| Feb 2022 | $235M | $235M | $0 | 3 | 0 |
| Sep 2021 | $203.1M | $203.1M | $0 | 1 | 0 |
| Jan 2021 | $203.1M | $203.1M | $0 | 1 | 0 |
| Aug 2020 | $173.7M | $172.8M | $890.3K | 1 | 0 |
| Feb 2020 | $173.7M | $172.8M | $890.3K | 1 | 0 |
| Jan 2020 | $140M | $140M | $0 | 1 | 0 |
| Nov 2019 | $140M | $140M | $0 | 1 | 0 |
| Aug 2019 | $140M | $140M | $0 | 1 | 0 |
| Jan 2019 | $140M | $140M | $0 | 1 | 0 |
| May 2018 | $140M | $140M | $0 | 1 | 0 |
DateDec 2025
Total AUM$281M
Discretionary$281M
Non-Disc.$0
Employees3
Clients0
DateNov 2025
Total AUM$281M
Discretionary$281M
Non-Disc.$0
Employees3
Clients0
DateJul 2025
Total AUM$281M
Discretionary$281M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$281M
Discretionary$281M
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$235M
Discretionary$235M
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees1
Clients0
DateAug 2020
Total AUM$173.7M
Discretionary$172.8M
Non-Disc.$890.3K
Employees1
Clients0
DateFeb 2020
Total AUM$173.7M
Discretionary$172.8M
Non-Disc.$890.3K
Employees1
Clients0
DateJan 2020
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees1
Clients0
DateNov 2019
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees1
Clients0
DateAug 2019
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees1
Clients0
DateJan 2019
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees1
Clients0
DateMay 2018
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees1
Clients0