Advocates Wealth Planning
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 138612
- Registered since
- February 1, 2006
- Website
- www.theadvocateswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.95%
- Individuals6.05%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Advocates Wealth Planning is an independent, limited liability partnership that has been registered with the SEC since 2006. The firm focuses on individual and family clients and provides comprehensive financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker, which aligns with its use of annuities in client solutions. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The adviser is not positioned as a capital allocator, does not market itself as an ESG-focused manager, and its ownership is a combination of a domestic entity and individual ownership.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities67%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents3%
Contacts
3 of 4
Coleman Campbell
PartnerCRD 2805109
Steven Bates
Financial AdvisorCRD 2979027
Callen Campbell
Wealth Management AssociateCRD 7757014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$364M in ETFs
46%
$167M
54%
$197M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 1 ETF (DCOR) | Dimensional | Active | Large Blend | $86M | 1,048,990 | 23.60% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 920 Memorial City Way
- Time zone
- CT (UTC-6)
- Office locations
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