Providence Capital Advisors

Financial Services • Charlotte, North Carolina, United States • 11-20 Employees

Company overview

Headquarters	Charlotte, North Carolina, United States
Phone number	+17042154420
Websites	providencecapitaladvisors.com provcapadv.com
NAICS	52
SIC	628
Founded	2015
Employees	11-20
Socials

Key Contacts at Providence Capital Advisors

Stephen Ratcliffe

Director Of Financial Planning

Brian S. Jones

Principal, Director Of Financial Planning

Providence Capital Advisors Email Formats

Providence Capital Advisors uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@provcapadv.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@provcapadv.com	100%

About Providence Capital Advisors

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.

Providence Capital Advisors revenue & valuation

Annual revenue	$1,283,325
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,200,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Senior

Employees by Department

Providence Capital Advisors has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

Providence Capital Advisors has never raised funding before.

Providence Capital Advisors Tech Stack

Discover the technologies and tools that power Providence Capital Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

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MediaElement.js

Video players

WPForms

Form builders

Swiper

JavaScript libraries

lit-element

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jQuery UI

JavaScript libraries

Google Maps

Maps

lit-html

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Chart.js

JavaScript graphics

jQuery Migrate

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Twitter Emoji

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jQuery

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Frequently asked questions

Providence Capital Advisors is located in Charlotte, North Carolina, US.

You can reach Providence Capital Advisors at +17042154420.

Providence Capital Advisors was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Providence Capital Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Providence Capital Advisors

Stephen Ratcliffe

Director Of Financial Planning

Brian S. Jones

Principal, Director Of Financial Planning

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