Advocate Investing Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Woodbine, MD. Its latest Form ADV filing, dated March 11, 2026, reports $187M in regulatory assets under management, 5 employees, and 385 accounts.
Top client segmentIndividuals represent 72.9% of total clients.
Top client categories% of clientsClients
1
Individuals
72.9%
164
2
HNWI
24.9%
56
3
Charitable
2.2%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$187Mas of March 11, 2026
Discretionary96.9%
$181M
97% of total RAUM96.9%
Non-discretionary3.1%
$6M
3% of total RAUM3.1%
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$187M
Total Accounts385
10Y AUM Change+$76M (+69.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee45:1
10Y Employee Change0 (0.0%)
* 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.