ADVOCACY FINANCIAL LLC
Firm details
- Headquarters
- COVINGTON, Louisiana
- CRD number
- 305954
- Registered since
- April 29, 2026
- Website
- www.advocacyfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.86%
- Individuals19.12%
- Corporations / Businesses5.18%
- Charitable Organizations0.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Advocacy Financial LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm is registered with the SEC (registration year listed as 2026) and serves primarily individual and family clients with a mix of percentage-of-AUM and fixed-fee billing. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm is not positioned as a capital allocator and does not identify as an ESG active investor, a multi-state adviser, or a pension consultant. The firm lists an industry affiliation with a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents5%
- Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1JOSEPH PRISCO
FOUNDER, CEO, CCOCRD 4886860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COVINGTON, LA
SAINT TAMMANY
Location
COVINGTON, LA
Headquartered in COVINGTON, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- SAINT TAMMANY
- Address
- 212 Park Pl
- Time zone
- CT (UTC-6)
- Office locations
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