PROVIDENCE CAPITAL ADVISORS, LLC
CRD #174631 SEC #801-107683 CHARLOTTE, NC (704) 215-4420
SEC Registered
Total AUM
$916.3M
Discretionary
$872M
Employees
13
Clients
0
Accounts
2,494
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $916.3M | $872M | $44.2M | 13 | 0 |
| May 2025 | $916.3M | $872M | $44.2M | 13 | 0 |
| Mar 2025 | $916.3M | $872M | $44.2M | 13 | 0 |
| Mar 2024 | $770M | $735.2M | $34.8M | 13 | 0 |
| Mar 2023 | $623.4M | $594.7M | $28.7M | 14 | 0 |
| Oct 2022 | $681M | $625.3M | $55.7M | 11 | 0 |
| Mar 2022 | $681M | $625.3M | $55.7M | 11 | 0 |
| Mar 2021 | $434.8M | $400.6M | $34.2M | 10 | 0 |
| Jun 2020 | $352.7M | $331.2M | $21.5M | 10 | 0 |
| Mar 2020 | $352.7M | $331.2M | $21.5M | 10 | 0 |
| Apr 2019 | $257.3M | $241.4M | $15.9M | 10 | 0 |
| Mar 2019 | $257.3M | $241.4M | $15.9M | 10 | 0 |
| Jun 2018 | $243M | $225.6M | $17.4M | 8 | 0 |
| May 2018 | $243M | $225.6M | $17.4M | 8 | 0 |
| Apr 2018 | $243M | $225.6M | $17.4M | 8 | 0 |
| Mar 2018 | $243M | $225.6M | $17.4M | 8 | 0 |
| Jul 2017 | $169.7M | $160.6M | $9.1M | 7 | 192 |
| Mar 2017 | $169.7M | $160.6M | $9.1M | 7 | 192 |
| Mar 2017 | $109.9M | $100.4M | $9.5M | 3 | 100 |
| Jul 2016 | $109.9M | $100.4M | $9.5M | 3 | 100 |
| Jul 2016 | $109.9M | $100.4M | $9.5M | 3 | 100 |
| Jun 2016 | $109.9M | $100.4M | $9.5M | 3 | 100 |
| May 2016 | $109.9M | $100.4M | $9.5M | 2 | 100 |
| Apr 2016 | $109.9M | $100.4M | $9.5M | 2 | 100 |
| Apr 2016 | $109.9M | $100.4M | $9.5M | 2 | 100 |
| Apr 2016 | $109.9M | $100.4M | $9.5M | 2 | 100 |
| Jul 2015 | $80.7M | $69.5M | $11.2M | 2 | 26 |
| May 2015 | $80.7M | $69.5M | $11.2M | 2 | 26 |
| May 2015 | $80.7M | $69.5M | $11.2M | 2 | 26 |
| Mar 2015 | $0 | $0 | $0 | 2 | 0 |
| Feb 2015 | $0 | $0 | $0 | 2 | 0 |
| Jan 2015 | $0 | $0 | $0 | 2 | 0 |
| Jan 2015 | $0 | $0 | $0 | 2 | 0 |
DateDec 2025
Total AUM$916.3M
Discretionary$872M
Non-Disc.$44.2M
Employees13
Clients0
DateMay 2025
Total AUM$916.3M
Discretionary$872M
Non-Disc.$44.2M
Employees13
Clients0
DateMar 2025
Total AUM$916.3M
Discretionary$872M
Non-Disc.$44.2M
Employees13
Clients0
DateMar 2024
Total AUM$770M
Discretionary$735.2M
Non-Disc.$34.8M
Employees13
Clients0
DateMar 2023
Total AUM$623.4M
Discretionary$594.7M
Non-Disc.$28.7M
Employees14
Clients0
DateOct 2022
Total AUM$681M
Discretionary$625.3M
Non-Disc.$55.7M
Employees11
Clients0
DateMar 2022
Total AUM$681M
Discretionary$625.3M
Non-Disc.$55.7M
Employees11
Clients0
DateMar 2021
Total AUM$434.8M
Discretionary$400.6M
Non-Disc.$34.2M
Employees10
Clients0
DateJun 2020
Total AUM$352.7M
Discretionary$331.2M
Non-Disc.$21.5M
Employees10
Clients0
DateMar 2020
Total AUM$352.7M
Discretionary$331.2M
Non-Disc.$21.5M
Employees10
Clients0
DateApr 2019
Total AUM$257.3M
Discretionary$241.4M
Non-Disc.$15.9M
Employees10
Clients0
DateMar 2019
Total AUM$257.3M
Discretionary$241.4M
Non-Disc.$15.9M
Employees10
Clients0
DateJun 2018
Total AUM$243M
Discretionary$225.6M
Non-Disc.$17.4M
Employees8
Clients0
DateMay 2018
Total AUM$243M
Discretionary$225.6M
Non-Disc.$17.4M
Employees8
Clients0
DateApr 2018
Total AUM$243M
Discretionary$225.6M
Non-Disc.$17.4M
Employees8
Clients0
DateMar 2018
Total AUM$243M
Discretionary$225.6M
Non-Disc.$17.4M
Employees8
Clients0
DateJul 2017
Total AUM$169.7M
Discretionary$160.6M
Non-Disc.$9.1M
Employees7
Clients192
DateMar 2017
Total AUM$169.7M
Discretionary$160.6M
Non-Disc.$9.1M
Employees7
Clients192
DateMar 2017
Total AUM$109.9M
Discretionary$100.4M
Non-Disc.$9.5M
Employees3
Clients100
DateJul 2016
Total AUM$109.9M
Discretionary$100.4M
Non-Disc.$9.5M
Employees3
Clients100
DateJul 2016
Total AUM$109.9M
Discretionary$100.4M
Non-Disc.$9.5M
Employees3
Clients100
DateJun 2016
Total AUM$109.9M
Discretionary$100.4M
Non-Disc.$9.5M
Employees3
Clients100
DateMay 2016
Total AUM$109.9M
Discretionary$100.4M
Non-Disc.$9.5M
Employees2
Clients100
DateApr 2016
Total AUM$109.9M
Discretionary$100.4M
Non-Disc.$9.5M
Employees2
Clients100
DateApr 2016
Total AUM$109.9M
Discretionary$100.4M
Non-Disc.$9.5M
Employees2
Clients100
DateApr 2016
Total AUM$109.9M
Discretionary$100.4M
Non-Disc.$9.5M
Employees2
Clients100
DateJul 2015
Total AUM$80.7M
Discretionary$69.5M
Non-Disc.$11.2M
Employees2
Clients26
DateMay 2015
Total AUM$80.7M
Discretionary$69.5M
Non-Disc.$11.2M
Employees2
Clients26
DateMay 2015
Total AUM$80.7M
Discretionary$69.5M
Non-Disc.$11.2M
Employees2
Clients26
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0