# Providence Marketing Group

Providence Marketing Group is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** pmgimo.com
- **LinkedIn:** https://www.linkedin.com/company/pmg-dallas

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Insurance
- InsurTech
- Financial Services

## People

- Jim Schwab — Chairman – CFO
- Scott Barnes — Registered Investment Advisor and Business Development Consultant
- Jacob Hilton — VP – Wholesale Marketing
- Robert Sullivan — COO
- Claude Bethea — CTO

## 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.

### 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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