Advocacy Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$97,193,278
Clients
124
24% high-net worth
Advisors
2
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
62
TypicalAverage account size
$783,817
About
The firm serves a mix of individual clients — including high‑net‑worth individuals — as well as trusts, estates, business entities, pension/profit‑sharing plans, and charitable organizations. It offers financial planning, investment management (discretionary and non‑discretionary), consulting, and ERISA 3(21) fiduciary services, and can provide advice on held‑away accounts and employer‑sponsored retirement plans.
Portfolios are customized using asset allocation and diversification principles, with the firm citing both Modern and Post‑Modern Portfolio Theory and an emphasis on after‑tax results and periodic rebalancing; investment vehicles may include ETFs, individual equities and bonds, REITs, options, and annuities. The firm implements strategies through third‑party platforms and sub‑advisers, maintains custodian relationships for trading and reporting, and manages roughly $103 million in AUM with a small advisory team.
What is distinctive is the firm’s affiliation with legal practice capabilities: a licensed attorney associated with the firm may provide legal services to clients under separate engagements and fees, a relationship the firm discloses as a potential conflict of interest. Advisors are also registered representatives and licensed insurance agents who may receive commissions on implementation, and the combination of legal, insurance, ERISA 3(21) plan advisory, and held‑away account services sets its offering apart from many peers.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting flat fees generally range from $1,000 to $10,000
$0 - $249,999: 2.00% $250,000 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $5,000,000: 0.75% Over $5,000,000+: Negotiable
Commissions received for insurance product sales and securities sales via registered representatives
Financial planning hourly rate $250/hour
Account minimum: $50,000 Fee-only: Financial planning and consulting fees generally charged as flat fees ranging from $1,000 to $10,000; hourly rate $250/hour
Main office location
Advocacy Financial LLC
212 Park Place
Covington LA 70433, United States
Number of offices
1
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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