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 registered investment adviser organized as a limited liability partnership and operating since 2006. The firm focuses on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees, and it also operates as an insurance broker, maintaining an industry connection with an insurance company. Advocates Wealth Planning does not present itself as a capital allocator, is not active on ESG investing, and is not structured as a multistate or pension consulting adviser.
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 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 96Active vs passive
$341M in ETFs
48%
$162M
52%
$178M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 1 ETF (DCOR) | Dimensional | Active | Large Blend | $76.6M | 1,063,042 | 22.50% |
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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