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ADVOCACY FINANCIAL LLC

CRD 305954 · SEC 801-136057

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212 PARK PLACE, COVINGTON, LA, 70433, United States

Phone

888-787-4590

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$103.4M

Discretionary AUM

$103.4M

Team

4 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals94$19.8M
High net worth individuals30$77.4M

States served

LA, TX

All web addresses on file

Official SEC filing: View on IAPD