Y
Your Financial Advocate, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$77,136,000
Clients
75
37% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
75
Very HighAverage account size
$1,028,480
About
The firm provides discretionary investment management and related advisory services to individuals, high‑net‑worth individuals, trusts, and charities, and also offers retirement‑account guidance including ERISA/IRA rollover considerations. Portfolios are typically built with low‑cost mutual funds and ETFs, and the advisor may also incorporate individual stocks, bonds, and covered‑call options when suited to client objectives.
Investment decisions are guided by fundamental analysis and a predominantly long‑term approach while maintaining continuous monitoring and periodic rebalancing, with the flexibility to make shorter‑term trades when needed for rebalancing or cash needs. The firm applies an internal due‑diligence process, takes tax and legacy holdings into account, and allows clients to place reasonable investment restrictions on their accounts.
The firm manages about $77.1 million across roughly 75 client relationships and participates on institutional custody platforms, receiving technology and support from its custodian relationship—a feature the firm discloses and seeks to mitigate for potential conflicts. The principal brings prior experience at broker‑dealer and asset‑management firms, and the firm maintains written policies on personal trading, trade aggregation, and proxy voting responsibility to address conflicts of interest.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
1.00% annually
Most active in
Your Financial Advocate, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New York · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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