Advocacy Financial LLC
Firm details
- Headquarters
- Covington, Louisiana
- CRD number
- 305954
- Registered since
- April 29, 2026
- Website
- www.advocacyfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.86%
- Individuals19.12%
- Corporations / Businesses5.18%
- Charitable Organizations0.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Advocacy Financial LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2026. The firm focuses on advisory relationships with individuals and families, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management approach with fixed-fee engagements. The adviser is not positioned as a capital allocator and does not market itself as an ESG investor, pension consultant, or multi-state advisory platform. One noted industry affiliation is a relationship with a law firm, which may reflect referral or service ties rather than institutional custody or broker-dealer affiliation.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents5%
- Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Joseph Prisco
FOUNDER, CEO, CCOCRD 4886860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Covington, LA
Saint Tammany
Location
Covington, LA
Headquartered in Covington, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Saint Tammany
- Address
- 212 Park Pl
- Time zone
- CT (UTC-6)
- Office locations
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