Overview
Assets Under Management: $187 million
Headquarters: WOODBINE, MD
High-Net-Worth Clients: 56
Average Client Assets: $2.3 million
Frequently Asked Questions
ADVOCATE INVESTING SERVICES 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 #273035), ADVOCATE INVESTING SERVICES is subject to fiduciary duty under federal law.
ADVOCATE INVESTING SERVICES is headquartered in WOODBINE, MD.
ADVOCATE INVESTING SERVICES serves 56 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, ADVOCATE INVESTING SERVICES offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ADVOCATE INVESTING SERVICES manages $187 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, ADVOCATE INVESTING SERVICES serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.04%
Average Client Assets: $2.3 million
Total Client Accounts: 385
Discretionary Accounts: 384
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 273035
Filing ID: 2069795
Last Filing Date: 2026-03-11 13:48:45