Advisory Advocates LLC
Firm details
- Headquarters
- Grand Rapids, Michigan
- CRD number
- 284100
- Registered since
- March 4, 2026
- Website
- advisoryadvocates.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.45%
- Individuals32.34%
- Corporations / Businesses0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Advisory Advocates LLC is an independent registered investment adviser that functions as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selects third‑party advisers when appropriate. Its fee arrangements include asset‑based fees and fixed fees. Advisory Advocates does not identify as an active ESG investor. Ownership is listed as a mix of a domestic entity and an individual. The firm’s SEC registration year is recorded as 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Michael Cook
COOCRD 7132095
Contacts
3 of 6Larry Andreano
Investment Advisor RepresentativeCRD 5048197
Joseph Bonadies
Investment Adviser RepresentativeCRD 7678021
Joseph Degeorge
Investment Adviser RepresentativeCRD 5006212
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$41.7M in ETFs
60%
$25.2M
37%
$16.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $4M | 5,877 | 9.67% |
Location
Grand Rapids, MI
Kent
Location
Grand Rapids, MI
Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 4981 Cascade Rd Se
- Time zone
- ET (UTC-5)
- Office locations
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