Strategic Advocates LLC

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Assets, Funds, Holdings

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Strategic Advocates LLC
CRD #316858
SEC #801-126262
CIK #0001991340
AUM $363.5 MM (2024-05-08)
Employees 13 (54% Investors, 23% Brokers)
Phone435-755-9400
Address255 S Main St
Logan, UT 84321
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4003202401608002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 11.6
AMZN 1,092,997.8 6.7
AAPL 2,382,844.0 6.7
ISRG 72,505.6 4.5
GOOGL 1,475,138.5 4.4
SNPS 46,452.5 3.3
FTNT 45,169.3 2.9
CRM 170,602.7 2.8
ADBE 172,760.2 2.5
META 434,852.0 2.2
View All
Holdings by Sector ($MM)
3002401801206002021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,858 138.9
(b) Individuals (high net worth individuals) 582 221.3
(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 1 1.5
(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 4 1.8
(n) Other 0 0.0
Total 2,445 363.5
By Discretionary
Discretionary 2,154 335.1
Non-Discretionary 291 28.5
Total 2,445 363.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 363.5
Total 2,445 363.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001991340]
Comparable Firms State AUM ($BB)
Sage Private Wealth Group LLC
IL 0.4
Certior Financial Group LLC
PA 0.4
Physicians Financial Services Inc
NC 0.4
Alliance Wealth Management Group LLC
NJ 0.4
Aurora Private Wealth Inc
NJ 0.4
Comprehensive Financial Planning Inc
PA 0.4
Capshift Advisors LLC
MA 0.4
Roth Financial Partners LLC
TX 0.4
Truvestments Capital LLC
FL 0.4
Inlight Wealth Management LLC
GA 0.4
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