Strategic Advocates, LLC

Strategic Advocates, LLC provides discretionary portfolio management and written financial planning to individuals, high‑net‑worth clients, trusts, estates, and other business entities, managing approximately $33.7 million in discretionary assets for about 141 clients across a three‑adviser team. The firm offers ongoing portfolio supervision and the option of stand‑alone financial planning engagements, with clients able to accept or decline recommendations and to limit the firm’s discretionary authority in writing.

StratiCo implements tailored portfolios using proprietary asset allocation models and a mix of fundamental, technical, and quantitative analysis, and it may allocate to third‑party Independent Managers that include traditional and alternative strategies such as private equity, private credit, and hedge funds. Portfolios are generally managed on a discretionary basis with periodic (at least annual) reviews, and the firm may employ option strategies, margin, and leveraged/inverse ETFs where appropriate to a client’s objectives and risk tolerance.

Noteworthy operational features disclosed in the brochure include a planned regulatory transition—the firm applied to register at the state level in California and Utah and intends to withdraw SEC registration—alongside a recent relocation of its main office and consolidation of ownership. The firm also discloses use of AI‑based notetaking tools for telephonic and virtual meetings (with vendor due diligence and an opt‑out offered to clients), and explicitly treats cash and cash equivalents as part of assets under management, items that are less commonly emphasized by similarly sized advisers.