PROVIDENCE ASSET MANAGEMENT LLC

Overview

Providence Asset Management LLC is a small, equity-oriented advisory firm that manages portfolios for individuals, families and small businesses using a percentage-of-AUM fee model. The firm runs a largely discretionary practice with a strong preference for publicly traded equities and exchange-traded vehicles, deploying separately managed account structures as a primary wrapper. Providence does not identify as an active ESG investor and is not operating across multiple states; its investment posture is straightforward: equity-centric allocations supplemented by pooled mutual funds and selective allocations to alternative strategies. The firm’s advisory activity centers on portfolio management for individual and small business clients rather than institutional consulting or capital allocation at scale. Given the concentration in exchange-listed equities, investment teams likely focus on core equity exposures (broad market ETFs and individual stocks) with tactical adjustments and the occasional use of third-party active managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices