STRATEGIC ADVOCATES, LLC
Firm details
- Headquarters
- SACRAMENTO, California
- CRD number
- 316858
- Registered since
- July 29, 2022
- Website
- www.wealth-advocates.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.95%
- Individuals45.05%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Strategic Advocates, LLC is an independent registered investment adviser that began SEC registration in 2022 and is organized as an LLC owned by an individual. The firm serves individual and family clients and positions itself as a capital allocator that also selects third‑party managers on behalf of clients. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include a percentage of assets under management plus options for hourly and fixed fees. The firm does not identify as an active ESG investor, does not operate as a multistate adviser, and is not described as a pension consultant or related adviser.
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
- Public Funds/Mutual Funds52%
- Exchange Traded Equities26%
- Cash & Cash Equivalents13%
- US Government Bonds4%
- State & Local Bonds3%
Owners & executives
1 of 1Bradley Harsch
Chief Investment OfficerCRD 1944419
Contacts
2 of 2Collin Sinnott
Investment AdvisorCRD 7486651
JAMES SMITH
Registered RepresentativeCRD 801408
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$20.1M in ETFs
97%
$19.5M
1%
$563K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $1.4M | 2,466 | 7.08% |
Location
SACRAMENTO, CA
SACRAMENTO
Location
SACRAMENTO, CA
Headquartered in SACRAMENTO, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- SACRAMENTO
- Address
- 500 N St
- Time zone
- PT (UTC-8)
- Office locations
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