Advocate Investing Services
Advocate Investing Services is an SEC-registered mass-market adviser in Woodbine, MD with $186.6M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Advocate Investing Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 273035, SEC 801-125692, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $186.6M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Woodbine, MD
- Employees
- 5
- Clients
- 225
- CRD
- 273035
- Ownership
- GALLAGHER, JOSEPH, RAYMOND
How much AUM does Advocate Investing Services have?
Advocate Investing Services reported $186.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Advocate Investing Services?
Disclosed owners and executives of Advocate Investing Services include GALLAGHER, JOSEPH, RAYMOND. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.