ADVOCACY WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 141943
- Registered since
- March 1, 2013
- Website
- www.advocacywealth.com
- Custodians
- RELIANCE TRUST COMPANY, NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.49%
- Individuals15.17%
- Charitable Organizations10.82%
- Corporations / Businesses4.4%
- Pension & Profit Sharing Plans0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Advocacy Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2013. The firm serves both individuals/families and institutional clients, charging fees based on a percentage of assets under management. It operates as a capital allocator and provides a range of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, and the selection of outside managers. The firm also conducts insurance brokerage activities and maintains industry relationships with trust companies, accountants, and insurance firms. Advocacy is a multi-state adviser and does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds69%
- Exchange Traded Equities15%
- Cash & Cash Equivalents11%
- US Government Bonds4%
- State & Local Bonds1%
Owners & executives
3 of 4THOMAS JOHNSON
CEO, Chief Compliance OfficerCRD 811554
CHARLES MARKWALTER
CEOCRD 4548571
REBECCA KEISTER
Chief Compliance OfficerCRD 336791
Contacts
3 of 29Nicolas Dykstra
Client AssociateCRD 7835049
Jordan Hillyer
PlannerCRD 6795598
Marcy Hanson
Senior Settlement PlannerCRD 6238683
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$2.6B in ETFs
46%
$1.2B
24%
$1.4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $305M | 3,982,740 | 11.88% |
Location
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3455 Peachtree Rd NE
- Time zone
- ET (UTC-5)
- Office locations
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