Providence Capital Advisors, LLC offers in-house investment management services with comprehensive financial planning customized for each of our clients. We offer detailed, strategic guidance to help clients achieve both short-term and long-term goals. Our investment management offerings center on portfolio strategies that are constructed using individual securities. Every client’s exposure to these strategies is tailored to meet their specific needs. The commonality uniting our financial planning and investment management capabilities is our depth of expertise, in both the analysis of each client’s financial needs and the investments we select in our portfolios. Providence Capital is a Registered Investment Advisor and an independent, privately-owned firm based in Charlotte, NC.
View Top Employees from Providence Capital Advisors, LLCWebsite | http://providencecapitaladvisors.com |
Revenue | $5 million |
Employees | 15 (15 on RocketReach) |
Founded | 2015 |
Address | 4500 Cameron Valley Pkwy, Charlotte, North Carolina, US |
Phone | (704) 215-4420 |
Fax | (704) 817-7213 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Chronos Wealth Management L.L.C, Clarity Capital Advisors, Isthmus Partners, LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Providence Capital Advisors, LLC employee's phone or email?
The Providence Capital Advisors, LLC annual revenue was $5 million in 2024.
Stephen Ratcliffe is the Director of Financial Planning of Providence Capital Advisors, LLC.
15 people are employed at Providence Capital Advisors, LLC.
Providence Capital Advisors, LLC is based in Charlotte, North Carolina.
The NAICS codes for Providence Capital Advisors, LLC are [5239, 523, 52393, 52].
The SIC codes for Providence Capital Advisors, LLC are [628, 62].