Strategic Advocates LLC

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Strategic Advocates LLC
✚
CRD #316858
SEC #801-126262
CIK #0001991340
AUM 33.7 M (2026-04-20)
Employees 3 (100% Investors, 0% Brokers)
Fees
Minimum
Phone888-247-7753
Address500 N Street
Sacramento, CA 95814
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
4503602701809002010201520212027
Sector Form 13F Holdings Value ($M)
SPDR Gold Trust 0.9
Nvidia Corp 0.4
Tesla Motors Inc 0.3
Apple Inc 0.3
Broadcom Inc 0.3
Palantir Technologies Inc 0.2
General Electric Co 0.2
DMY Technology Group Inc III 0.2
Amazon Com Inc 0.2
Arista Networks Inc 0.2
View All
Holdings by Sector ($M)
4003202401608002022202320252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 129 15.2
(b) Individuals (high net worth individuals) 12 18.5
(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 0 0.0
(n) Other 0 0.0
Total 292 33.7
By Discretionary
Discretionary 292 33.7
Non-Discretionary 0 0.0
Total 292 33.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 33.7
Total 292 33.7
EDGAR Form CIK 2011 - 2026
13F-HR [0001991340]
Firm Profile (Form ADV)
ServesRetail
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tony@aum13f.com