$97.5M Total AUM
$97.5M Disc. AUM
-- 3Y CAGR
1 Employees
81 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-26-2009
- Office Locations
- 1
Office Locations
-- North Little Rock AR
About Providence Asset Management LLC
Providence Asset Management LLC is an independent RIA in North Little Rock, Arkansas serving retail clients with discretionary portfolio management and portfolio construction. The firm’s separately managed accounts are predominantly ETF-based, reflecting an allocation-driven approach focused on liquid, exchange-traded exposures.
Team overview
51 AVG AGE
$97.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
17.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Services
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Technology
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Owner & Executives
S
STUART BYRON BOGARD SR.
Managing Director, President
- CRD
- #2514974
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,542,384 | -- |
| Non-Discretionary | $0 | -- |
| Total | $97,542,384 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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