Advisory Advocates LLC
Firm details
- Headquarters
- Grand Rapids, Michigan
- CRD number
- 284100
- Registered since
- March 4, 2026
- Website
- advisoryadvocates.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.45%
- Individuals32.34%
- Corporations / Businesses0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Advisory Advocates LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2026. The firm describes itself as a capital allocator that serves both individual and family clients as well as institutional relationships. Its fee model blends percentage-of-AUM billing with fixed fees, and its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of sub-advisers. The firm does not identify as an active ESG investor and does not present itself as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Michael Cook
COOCRD 7132095
Contacts
3 of 6Larry Andreano
Investment Advisor RepresentativeCRD 5048197
Joseph Bonadies
Investment Adviser RepresentativeCRD 7678021
Joseph Degeorge
Investment Adviser RepresentativeCRD 5006212
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$31.7M in ETFs
61%
$19.4M
37%
$12.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (SDVD) | Active | Mid Cap Value | $3.3M | 150,316 | 10.30% |
Location
Grand Rapids, MI
Kent
Location
Grand Rapids, MI
Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 4981 Cascade Rd Se
- Time zone
- ET (UTC-5)
- Office locations
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