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| The Advocate Group LLC
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|---|---|
| CRD # | 155270 |
| SEC # | 801-72157 |
| CIK # | 0001853401, 0001830396 |
| AUM | 809.9 M (2026-02-04) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 952-693-2630 |
| Address | 601 Carlson Parkway Minnetonka, MN 55305 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 18.9 | ||
| General Mills Inc | 18.6 | ||
| Cisco Systems Inc | 15.7 | ||
| Johnson & Johnson | 15.6 | ||
| Verizon Communications Inc | 15.0 | ||
| Caterpillar Inc | 12.5 | ||
| Enbridge Inc | 12.3 | ||
| Merck & Co Inc | 11.6 | ||
| Chevron Corp | 11.5 | ||
| Evergy Inc | 11.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 27.1 |
| (b) Individuals (high net worth individuals) | 222 | 755.0 |
| (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 | 48 | 27.9 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,068 | 809.9 |
| By Discretionary | ||
| Discretionary | 1,062 | 808.2 |
| Non-Discretionary | 6 | 1.7 |
| Total | 1,068 | 809.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 809.9 | |
| Total | 1,068 | 809.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001830396] | |
| 13F-HR | [0001853401] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 33 |
| Serves | Retail |
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