One Providence Capital, LLC

Overview

One Providence Capital, LLC is a small, privately owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm structures fees in multiple ways — percentage of assets under management, hourly charges and fixed fees — allowing flexibility for different client relationships. Investment activity centers on publicly offered investment funds as the core portfolio building blocks, supplemented by a measured allocation to alternative assets and insurance products. The firm does not market itself as an ESG investor and operates as a single-state adviser focused on a client base of individuals and families. One Providence Capital’s business model is typical of smaller RIAs: discretionary portfolio management across household and small-business accounts, with a preference for pooled public funds to achieve diversified exposures and to keep implementation efficient across moderate account sizes. Custodial relationships with major providers support access to a broad mutual fund and ETF universe, while the adviser also uses non-public investments for diversification and income generation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices