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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Horizon eagleVector glacier +more
- Established Date
- 01-31-2024
- Office Locations
- 3
Office Locations
About Providence Capital
Providence Capital Financial Planning provides holistic financial planning and investment guidance built around a planning-first process—recommendations follow a deep understanding of client goals. The firm supports individuals and business owners and builds portfolios that are primarily ETF-oriented. Led by owner/CCO Noah James Behrman, Providence emphasizes clear, confidence-building client meetings and an organized onboarding flow via online scheduling.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NOAH JAMES BEHRMAN
Chief Compliance Officer, Owner
- CRD
- #6925785
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DEZANN KORBULY
Owner
- CRD
- #6421491
Stephen Charles Rao
--
- CRD
- #6798801
Insight wave
Frontier harbor matrix
- CRD
- #22391
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,982,664 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,982,664 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,982,664
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,699,149,021 | 31.9% |
| Cash | $5,762,133,177 | 68.1% |
| Total | $8,461,282,198 | 100.0% |