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 that began SEC registration in 2026. The firm serves both individual and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model combines percentage‑of‑assets and fixed fees. The firm identifies itself as a capital allocator, directing client capital into managed portfolios and outside managers rather than acting solely as a boutique product provider. It does not report active ESG investing as part of its stated approach.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$44.6M in ETFs
60%
$26.7M
37%
$17.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $4.6M | 6,582 | 10.34% |
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
Similar firms
Brooktree Capital Management Inc.
RIAGrand Rapids, MI
Charter Private Capital Management, LLC
RIAGrand Rapids, MI
Burnham & Company LLC
RIAGrand Rapids, MI
Revalue LLC
RIAGrand Rapids, MI
Schwallier Wealth Management
RIAGrand Rapids, MI
Synergy Wealth Management, LLC
RIAGrand Rapids, MI