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| Keyboard |
| Advocacy Financial LLC
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|---|---|
| CRD # | 305954 |
| SEC # | 801-136057 |
| CIK # | 0001625380 |
| AUM | 103.4 M (2026-04-28) |
| Employees | 4 (50% Investors, 25% Brokers) |
| Phone | 888-787-4590 |
| Address | 212 Park Place Covington, LA 70433 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 19.8 |
| (b) Individuals (high net worth individuals) | 30 | 77.4 |
| (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 | 0.9 |
| (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 | 0 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 289 | 103.4 |
| By Discretionary | ||
| Discretionary | 289 | 103.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 289 | 103.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.4 | |
| Total | 289 | 103.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001625380] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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