Overview
Assets Under Management: $103 million
Headquarters: COVINGTON, LA
High-Net-Worth Clients: 30
Average Client Assets: $2.6 million
Frequently Asked Questions
ADVOCACY FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305954), ADVOCACY FINANCIAL LLC is subject to fiduciary duty under federal law.
ADVOCACY FINANCIAL LLC is headquartered in COVINGTON, LA.
ADVOCACY FINANCIAL LLC serves 30 high-net-worth clients according to their SEC filing dated April 28, 2026. View client details ↓
According to their SEC Form ADV, ADVOCACY FINANCIAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
ADVOCACY FINANCIAL LLC manages $103 million in client assets according to their SEC filing dated April 28, 2026.
According to their SEC Form ADV, ADVOCACY FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.86%
Average Client Assets: $2.6 million
Total Client Accounts: 289
Discretionary Accounts: 289
Regulatory Filings
CRD Number: 305954
Filing ID: 2100172
Last Filing Date: 2026-04-28 17:12:10