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| Advocate Investing Services LLC
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|---|---|
| CRD # | 273035 |
| SEC # | 801-125692 |
| CIK # | 0002110509 |
| AUM | 186.6 M (2026-03-11) |
| Employees | 5 (80% Investors, 60% Brokers) |
| Phone | 240-403-0039 |
| Address | 15949 Frederick Road Woodbine, MD 21797 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.0 | ||
| Wal Mart Stores Inc | 2.0 | ||
| Microsoft Corp | 1.7 | ||
| Nvidia Corp | 1.2 | ||
| First Solar Inc | 1.1 | ||
| United Rentals Inc /DE | 1.1 | ||
| India Fund Inc | 1.1 | ||
| Facebook Inc | 1.1 | ||
| TJX Companies Inc /DE/ | 1.0 | ||
| Costco Wholesale Corp /NEW | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 49.0 |
| (b) Individuals (high net worth individuals) | 56 | 130.7 |
| (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 | 5.8 |
| (h) Charitable organizations | 5 | 1.1 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 385 | 186.6 |
| By Discretionary | ||
| Discretionary | 384 | 180.7 |
| Non-Discretionary | 1 | 5.8 |
| Total | 385 | 186.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.6 | |
| Total | 385 | 186.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110509] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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