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Providence Marketing Group
Providence Marketing Group provides marketing and advertising services for the outdoor sporting market. The company offers strategy and planning, media...
Providence Marketing Group
Providence Marketing Group provides marketing and advertising services for the outdoor sporting market. The company offers strategy and planning, media relations, social media management, digital marketing, creative design, and photo and video production. Based in Pepin, Wisconsin, it serves clients within the outdoor sports industry.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Principals
Jim Schwab
Chairman – CFO
Scott Barnes
Registered Investment Advisor and Business Development Consultant
Jacob Hilton
VP – Wholesale Marketing
Robert Sullivan
COO
Claude Bethea
CTO
Sector focus
Frequently asked questions
Who runs investment decisions at Providence Marketing Group?
Providence is an insurance distribution and advisory platform, not an asset manager that allocates proprietary capital across securities or funds. Chairman and CFO Jim Schwab leads the firm, which focuses on structuring life insurance and annuity products for independent advisors and agencies. There is no public evidence of an internal investment committee allocating a balance sheet.
Is Providence Marketing Group structured as a single family office?
No. The firm operates as a specialized insurance intermediary and consulting platform for agencies, advisors, and associations. Its website describes an integrated model built on strategic advisory, product access, and operational infrastructure rather than the management of a single family's wealth.
Does Providence participate in fund commitments or direct private-market deals?
Providence’s disclosed activities are confined to insurance distribution, agency support, and product consulting. It does not publicly describe venture capital, private equity, or fund commitment activities. The firm’s value proposition is operational leverage for insurance distribution, not portfolio management.
What is Providence’s known posture on co-investments alongside external partners?
There is no evidence Providence co-invests equity alongside external managers or GPs. Its partnership model involves structuring insurance products with carriers and providing back-office and marketing support to agencies, rather than pooling capital in private-market co-investment vehicles.
How does Providence source its pipeline of agency relationships?
The firm relies on deep consulting relationships with carriers, a network of more than 1,300 partners, and its own business-development team including Registered Investment Advisor Scott Barnes. Its marketing emphasizes early product access and compensation structures aligned with advisor growth to attract new agencies.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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