One Providence Capital, LLC

Overview

One Providence Capital, LLC is an individually owned, non-independent retail registered investment adviser focused on providing portfolio management for individuals and small businesses. The firm operates primarily on a discretionary basis (its reported discretionary assets match total assets) and offers a mix of billing options: percentage of assets under management, hourly fees, and fixed fees. It does not identify as an active ESG investor and is not presented as a multi-state adviser or pension consultant. The firm is not structured as a capital allocator to other managers; instead it oversees client portfolios directly and leverages third-party managers where appropriate. Client relationships emphasize individual and family households. The firm lists industry affiliations with banking/thrift institutions and insurance companies, indicating ties that may influence product access or distribution channels.

Assets & Accounts

Investments & Alternatives

Location & Offices