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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 1, 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 |
|---|---|---|---|---|
| ALDERSON, BRIAN, P | I | MEMBER | NA | |
| ALDERSON, BRIAN, P | I | MEMBER | NA | |
| ALDERSON, BRIAN, P | I | MEMBER | NA | |
| ALDERSON, BRIAN, P | I | MEMBER | NA | |
| ALDERSON, BRIAN, P | I | MEMBER | NA | |
| ALDERSON, BRIAN, P | I | MEMBER | NA | |
| ALDERSON, BRIAN, P | I | MEMBER | NA | |
| ALDERSON, BRIAN, P | I | MEMBER | NA | |
| ALDERSON, BRIAN, P | I | MEMBER | NA | |
| ALDERSON, BRIAN, P | I | MEMBER | NA | |
| ALDERSON, BRIAN, P | I | MEMBER | NA | |
| ALDERSON, BRIAN, P | I | MEMBER | NA | |
| ALDERSON, BRIAN, P | I | MEMBER | NA | |
| ALDERSON, BRIAN, P | I | MEMBER | NA | |
| WALL, MELISSA, STEWART | I | MEMBER | NA | |
| WALL, MELISSA, STEWART | I | MEMBER | NA | |
| WALL, MELISSA, STEWART | I | MEMBER | NA | |
| WALL, MELISSA, STEWART | I | MEMBER | NA | |
| WALL, MELISSA, STEWART | I | MEMBER | NA | |
| WALL, MELISSA, STEWART | I | MEMBER | NA | |
| WALL, MELISSA, STEWART | I | MEMBER | NA | |
| WALL, MELISSA, STEWART | I | MEMBER | NA | |
| WALL, MELISSA, STEWART | I | MEMBER | NA | |
| WALL, MELISSA, STEWART | I | MEMBER | NA | |
| WRENN, W, CHRIS | I | MEMBER | NA | |
| WRENN, W, CHRIS | I | MEMBER | NA | |
| WRENN, W, CHRIS | I | MEMBER | NA | |
| WRENN, W, CHRIS | I | MEMBER | NA | |
| WRENN, W, CHRIS | I | MEMBER | NA | |
| JONES, BRIAN, SUMMERS | I | MEMBER AND CHIEF INVESTMENT OFFICER | D | Control |
| JONES, BRIAN, SUMMERS | I | MEMBER AND CHIEF INVESTMENT OFFICER | D | Control |
| JONES, BRIAN, SUMMERS | I | MEMBER AND CHIEF INVESTMENT OFFICER | D | Control |
| JONES, BRIAN, SUMMERS | I | MEMBER AND CHIEF INVESTMENT OFFICER | D | Control |
| JONES, BRIAN, SUMMERS | I | MEMBER AND CHIEF INVESTMENT OFFICER | D | Control |
| JONES, BRIAN, SUMMERS | I | MEMBER AND CHIEF INVESTMENT OFFICER | D | Control |
| JONES, BRIAN, SUMMERS | I | MEMBER AND CHIEF INVESTMENT OFFICER | D | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | D | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | D | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | D | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | D | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | D | Control |
| JONES, BRIAN, SUMMERS | I | DIRECTOR OF FINANCIAL PLANNING | D | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | D | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | D | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | D | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | D | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SEARSON, THOMAS, MICHAEL | I | CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| JONES, BRIAN, SUMMERS | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| RATCLIFFE, STEPHEN, PATRICK | I | MANAGING MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SEARSON, THOMAS, MICHAEL | I | MANAGING MEMBER, CHIEF INVESTMENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| WALL, MELISSA, STEWART | I | MEMBER | A | |
| WALL, MELISSA, STEWART | I | MEMBER | A | |
| WALL, MELISSA, STEWART | I | MEMBER | A | |
| WALL, MELISSA, STEWART | I | MEMBER | A |
Registrations
Federal
IA
Dec 1, 2025 REGISTERED
Notice Filings (11)
CA FL GA LA MD NC NH NY SC TX VA
Address
4500 CAMERON VALLEY PARKWAYSUITE 270
CHARLOTTE, NC 28211
United States
Phone: (704) 215-4420