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Firm profile

Advocacy Financial LLC

COVINGTON, LACRD 305954Registration Status: ApprovedEffective since April 29, 2026Latest ADV April 28, 2026

Advocacy Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Covington, LA. Its latest Form ADV filing, dated April 28, 2026, reports $103M in regulatory assets under management, 4 employees, and 289 accounts.

Assets Under Management
$103M
Employees
4
Offices
--
Total Clients
124
Primary office
COVINGTON, LA
212 PARK PLACE, COVINGTON, LA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOJoseph M. Prisco
CCOJoseph M. Prisco

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 75.8% of total clients.
Top client categories% of clientsClients
1
Individuals
75.8%
94
2
HNWI
24.2%
30
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$103Mas of April 28, 2026
Discretionary100.0%
$103M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$103M
Total Accounts289
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee31:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.