P
$10.4M Total AUM
$10.4M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- OakFocus eagle +more
- Established Date
- 07-20-2023
- Office Locations
- 1
Office Locations
-- Ooltewah TN
About Providence Squared LLC
Providence Squared LLC is a fiduciary RIA offering values-based wealth management for ideal-fit businesses, families, and individuals. Services include risk management, growth planning, and tax and estate coordination, delivered via a remote model serving clients nationwide. The firm builds faith/values portfolios and its proprietary “T-Squared Alpha” strategy, and custody includes Charles Schwab.
Team overview
-- AVG AGE
$10.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Oak
Client Personas
Delta oak
Custodian
Signal atlas Summit Meridian Pioneer value Bridge peak
Investment Themes
Crest north
Investment Vehicles
Prime foundation
Platform
Bridge
Services
Quantum ember Harbor radial Oak zenith
Technology
Frontier matrix Fusion ember Element signal
Owner & Executives
R
ROBERT MORRIS GLASGOW III
Chief Compliance Officer, FOUNDER
- CRD
- #2916463
- Ownership
- 75% or more
(740) 765-3210
pathway.summit@crestcapital.com
in linkedin.com/in/horizon-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,400,000
Equity - Exchange:
60.8% Cash:
21.0% Equity - OTC:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $299,793,635 | 60.8% |
| Cash | $103,547,144 | 21.0% |
| Equity - OTC | $89,740,858 | 18.2% |
| Total | $493,081,637 | 100.0% |