ADVOCACY FINANCIAL LLC
  • ADVOCACY FINANCIAL LLC

Adviser Profile

As of Date 04/28/2026
Registration SEC, Approved, 04/29/2026
Other registrations (2)
Former registrations

ADVOCACY FINANCIAL LLC

ADV Location COVINGTON, LA, United States
Contact Info 888 xxxxxxx
Websites
AUM* 103,416,660
of that, discretionary 103,416,660
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 357,843
% High Net Worth 23.08%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

103M 89M 74M 59M 44M 30M 15M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees