OVERLAND PARK, KSCRD 124839Latest ADV February 27, 2026
Providence Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated February 27, 2026, reports $428M in regulatory assets under management, 5 employees, and 559 accounts.
Assets Under Management
$428M
Employees
5
Offices
--
Total Clients
186
Primary office
OVERLAND PARK, KS
6900 COLLEGE BLVD., SUITE 850, OVERLAND PARK, KS, United States
Top client segmentIndividuals represent 62.9% of total clients.
Top client categories% of clientsClients
1
Individuals
62.9%
117
2
HNWI
31.2%
58
3
Charitable
5.9%
11
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$428Mas of February 27, 2026
Discretionary99.5%
$426M
100% of total RAUM99.5%
Non-discretionary0.5%
$2M
0% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$428M
Total Accounts559
10Y AUM Change+$324M (+311.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee37:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.