Providence Capital Advisors

  • Financial Services
  • Charlotte NC
  • 5 employees
  • Financial Services
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Company Overview

Website
providencecapitaladvisors.com
Phone
(704) 215-4420
Employees
5
Founded in
2015
Industry
Financial Services
More Details

Financials & Stats

Revenue

$3B

More Financials

Recent News & Media

Davidson Investment Advisors Acquires 59,915 Shares of Pfizer Inc. (NYSE:PFE)

  • Jul 10, 2025
  • marketbeat.com

Chemung Canal Trust Co. Cuts Position in Pfizer Inc. (NYSE:PFE)

  • Jul 9, 2025
  • marketbeat.com

May Hill Capital LLC Buys New Position in Sanofi (NASDAQ:SNY)

  • Jul 8, 2025
  • marketbeat.com

Mirae Asset Global Investments Co. Ltd. Purchases 13,358 Shares of Sanofi (NASDAQ:SNY)

  • Jul 8, 2025
  • marketbeat.com

Keybank National Association OH Sells 65,153 Shares of Pfizer Inc. (NYSE:PFE)

  • Jul 5, 2025
  • marketbeat.com

First Fiduciary Investment Counsel Inc. Grows Stake in Pfizer Inc. (NYSE:PFE)

  • Jul 3, 2025
  • marketbeat.com

Who is Providence Capital Advisors

Providence Capital Advisors, LLC is a privately-owned investment management firm located in Charlotte, North Carolina. Employing five individuals, the firm generates approximately $2.5 million in annual revenue. Providence Capital Advisors specializes in providing personalized investment management services and comprehensive financial planning. Their tailored strategies focus on constructing portfolios utilizing individual securities, ensuring each client's exposure aligns with their unique needs and goals. The firm distinguishes itself through its expertise in analyzing clients' financial requirements and selecting investments accordingly. Their commitment to personalized strategies, encompassing both short-term and long-term objectives, sets them apart. Clients interested in learning more about Providence Capital Advisors' services can visit their website at providencecapitaladvisors.com.

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FAQ

What is the location of Providence Capital Advisors's headquarters?
The headquarters of Providence Capital Advisors are situated at 4500 Cameron Valley Pkwy, Charlotte NC
What is Providence Capital Advisors's phone number?
Providence Capital Advisors's contact number is (704) 215-4420.
What is Providence Capital Advisors's official website?
The official website of Providence Capital Advisors can be found at providencecapitaladvisors.com.
What is Providence Capital Advisors's current revenue?
As of September 2023, Providence Capital Advisors's annual revenue reached $3B.
How many employees does Providence Capital Advisors currently have?
Providence Capital Advisors employs approximately 5+ people as of September 2023
Which industries is Providence Capital Advisors primarily operating in?
Providence Capital Advisors operates in the following industries: Finance, Credit
When was Providence Capital Advisors founded?
Providence Capital Advisors was founded in 2015.

Employee Directory

Key Employees

Stephen Ratcliffe

Director of Financial Planning

Phone Email

Tom Searson

Co-Founder/Chief Investment Officer

Phone Email