P
$10.4M Total AUM
$10.4M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
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
3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Open the full profile to inspect shifts in unison timber.
Open the full profile to inspect shifts in insight ridge.
Request access to benchmark trends tied to value bridge.
Request access to benchmark trends tied to zenith.
Full visibility includes strategy notes for ridge value.
Upgrade to reveal position-level detail across element vertex.
Full visibility includes strategy notes for crest harbor signal.
Premium access reveals conviction themes in quantum legacy.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |