Overview
Assets Under Management: $434 million
Headquarters: LOGAN, UT
High-Net-Worth Clients: 621
Average Client Assets: $446,149
Frequently Asked Questions
STRATEGIC ADVOCATES, 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 #316858), STRATEGIC ADVOCATES, LLC is subject to fiduciary duty under federal law.
STRATEGIC ADVOCATES, LLC is headquartered in LOGAN, UT.
STRATEGIC ADVOCATES, LLC serves 621 high-net-worth clients according to their SEC filing dated August 27, 2025. View client details ↓
According to their SEC Form ADV, STRATEGIC ADVOCATES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
STRATEGIC ADVOCATES, LLC manages $434 million in client assets according to their SEC filing dated August 27, 2025.
According to their SEC Form ADV, STRATEGIC ADVOCATES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 621
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.86
Average High-Net-Worth Client Assets: $446,149
Total Client Accounts: 2,622
Discretionary Accounts: 2,304
Non-Discretionary Accounts: 318
Regulatory Filings
CRD Number: 316858
Filing ID: 2012495
Last Filing Date: 2025-08-27 17:52:00
Website: https://strati.co