Advocate Investing Services
Firm details
- Headquarters
- Woodbine, Maryland
- CRD number
- 273035
- Registered since
- May 19, 2022
- Website
- www.advocateinvesting.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.04%
- Individuals26.27%
- Pension & Profit Sharing Plans3.12%
- Charitable Organizations0.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Advocate Investing Services LLC is an independent registered investment adviser that registered with the SEC in 2022. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Fee schedules are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Advocate 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 Funds51%
- Exchange Traded Equities44%
- Cash & Cash Equivalents3%
- Other2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 158Active vs passive
$129M in ETFs
63%
$82M
32%
$47.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO ULTRA SHORT DURATION ETF (GSY) | Invesco | Active | Ultrashort Bond | $12.4M | 247,596 | 9.56% |
Location
Woodbine, MD
Carroll
Location
Woodbine, MD
Headquartered in Woodbine, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Carroll
- Address
- 15949 Frederick Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Ivy League Financial Advisors LLC
RIARockville, MD
Calvert Wealth Management, Inc.
RIADunkirk, MD
Blueprint Wealth Management Inc.
RIAEllicott City, MD
PSG Credit GP, LLC
RIAColumbia, MD
Alpha Dna Investment Management
RIAColumbia, MD
My Wealth Management, Inc
RIAGermantown, MD