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| Advisory Advocates LLC
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|---|---|
| CRD # | 284100 |
| SEC # | 801-135477 |
| CIK # | 0002111697 |
| AUM | 158.6 M (2026-03-23) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 866-597-8938 |
| Address | 4981 Cascade Road Grand Rapids, MI 49546 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002111697 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nuveen S&P 500 Dynamic Overwrite Fund | 2.2 | ||
| Cohen & Steers Infrastructure Fund Inc | 2.0 | ||
| Apple Inc | 1.7 | ||
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 1.5 | ||
| Alphabet Inc | 1.5 | ||
| Microsoft Corp | 1.5 | ||
| Amazon Com Inc | 1.4 | ||
| Caseys General Stores Inc | 1.2 | ||
| Facebook Inc | 1.1 | ||
| Wal Mart Stores Inc | 1.1 | ||
| John Hancock Financial Opportunities Fund | 1.0 | ||
| SRH Total Return Fund Inc | 1.0 | ||
| Costco Wholesale Corp /NEW | 1.0 | ||
| Main Street Capital Corp | 0.9 | ||
| Amerisourcebergen Corp | 0.9 | ||
| Hansen Natural Corp | 0.9 | ||
| Rollins Inc | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 196 | 51.3 |
| (b) Individuals (high net worth individuals) | 47 | 107.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 559 | 158.6 |
| By Discretionary | ||
| Discretionary | 559 | 158.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 559 | 158.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.6 | |
| Total | 559 | 158.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111697] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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|
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|
AIM Advisors LLC
✚
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