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| Strategic Advocates LLC
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|---|---|
| CRD # | 316858 |
| SEC # | 801-126262 |
| CIK # | 0001991340 |
| AUM | 33.7 M (2026-04-20) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 888-247-7753 |
| Address | 500 N Street Sacramento, CA 95814 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001991340 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Intuitive Surgical Inc | 0.2 | ||
| Intel Corp | 0.2 | ||
| Prev | Page 1 | Next | |||
| 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) | |
|---|---|
| Serves | Retail |
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