CRD: 138508
ONE Providence Capital, LLC
Apex, NC
9198587817
$23.4M Total AUM
$23.4M Disc. AUM
-- 3Y CAGR
2 Employees
93 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-20-2006
- Office Locations
- 1
Office Locations
-- Apex NC
About ONE Providence Capital, LLC
ONE Providence Capital, LLC is a Apex-based RIA. The firm has been operating for 20 years. Managing $23.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and SEI. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
54 AVG AGE
$23.4M AVG AUM / ADVISOR
$251.7K AVG AUM / CLIENT
19.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
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Asset Classes
Vector Meridian capital Fusion meridian
Investment Themes
Timber Signal Capital pioneer Summit atlas
Investment Vehicles
Delta
Services
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Owner & Executives
D
DEXTER VINCENT PERRY
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #2460027
- Ownership
- 75% or more
(594) 614-4110
capital.prime@signalcapital.com
in linkedin.com/in/element-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,403,865 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,403,865 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,403,865
Public Funds:
26.2% Equity - Exchange:
19.2% Cash:
22.7% U.S. Government/Agency:
9.0% Corporate - Non-Investment Grade:
17.5% Municipal Bonds:
5.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,334,362,640 | 26.2% |
| Equity - Exchange | $1,710,677,965 | 19.2% |
| Cash | $2,022,520,303 | 22.7% |
| U.S. Government/Agency | $801,880,296 | 9.0% |
| Corporate - Non-Investment Grade | $1,559,211,687 | 17.5% |
| Municipal Bonds | $481,128,178 | 5.4% |
| Total | $8,909,781,069 | 100.0% |