Providence Squared LLC

Overview

Providence Squared LLC is an independent, state-registered wealth advisory firm organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management services tailored to individuals and small businesses. Its billing arrangements include percentage-of-assets, hourly fees, and fixed-fee engagements. The firm does not position itself as an ESG-focused investor and operates under Tennessee state registration rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices