Investment adviser · CRD 124839
PROVIDENCE FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
OVERLAND PARK, KS, United States · Form ADV filed Feb 27, 2026
- Regulatory AUM
- $428M Form ADV · Item 5.F
- Client accounts
- 559 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 11 | $216,584,956 | 50.6% |
| High-net-worth individuals | 58 | $147,035,573 | 34.3% |
| Individuals | 117 | $37,287,525 | 8.7% |
| Other investment advisers | Fewer than 5 | $27,225,382 | 6.4% |
Filing source
Form ADV 2045379 · Feb 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6900 COLLEGE BLVD.,, SUITE 850OVERLAND PARK, KS, 66211, United States
CRD 124839
Filing source
Form ADV 2045379 · Feb 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.