Providence Capital Advisors is an investment advisor in Charlotte with $681.03 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
472676523
SEC advisor number
801-107683
FINRA CRD number
174631
AUM ?
$770.03 mm
(as of 8 Mar 24)
Accounts
2,244
(as of 8 Mar 24)
Employees
13
(8 investment advisory or research)
Address
Providence Capital Advisors
4500 CAMERON VALLEY PARKWAY
SUITE 270
CHARLOTTE
NC 28211
4500 CAMERON VALLEY PARKWAY
SUITE 270
CHARLOTTE
NC 28211
Phone
7042154420
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 May 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22