The Advocate Group, LLC

Overview

The Advocate Group, LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 2011. The firm serves both individual and family clients as well as institutional relationships, with a business model that combines portfolio management and financial planning for individuals and small businesses. Insurance brokerage is an explicit part of its activities, and its fee arrangements include both asset-based fees and fixed fees. The adviser operates as an owner-led practice (owner type: individual) rather than a large-capital allocator or multi-state advisory platform. It does not identify as an active ESG investor and does not act as a pension consultant or related adviser. Client servicing appears focused on personalized wealth management rather than running pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives