MINNETONKA, MNCRD 155270Latest ADV February 4, 2026
The Advocate Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minnetonka, MN. Its latest Form ADV filing, dated February 4, 2026, reports $810M in regulatory assets under management, 17 employees, and 1,068 accounts.
Assets Under Management
$810M
Employees
17
Offices
--
Total Clients
394
Primary office
MINNETONKA, MN
601 CARLSON PARKWAY, SUITE 1100, MINNETONKA, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.3% of total clients.
Top client categories% of clientsClients
1
HNWI
56.3%
222
2
Individuals
31.5%
124
3
Charitable
12.2%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$810Mas of February 4, 2026
Discretionary99.8%
$808M
100% of total RAUM99.8%
Non-discretionary0.2%
$2M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$810M
Total Accounts1,068
10Y AUM Change+$329M (+68.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee23:1
10Y Employee Change+5 (+41.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.