Strategic Advocates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sacramento, CA. Its latest Form ADV filing, dated April 20, 2026, reports $34M in regulatory assets under management, 3 employees, 1 office, and 292 accounts.
Assets Under Management
$34M
Employees
3
Offices
1 office
Total Clients
141
Primary office
SACRAMENTO, CA
500 N STREET, SUITE 30, SACRAMENTO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.5% of total clients.
Top client categories% of clientsClients
1
Individuals
91.5%
129
2
HNWI
8.5%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$34Mas of April 20, 2026
Discretionary100.0%
$34M
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$34M
Total Accounts292
10Y AUM Change+$34M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee47:1
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.