# ADVOCACY WEALTH MANAGEMENT, LLC

ADVOCACY WEALTH MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 141943
- Type: SEC-registered investment adviser
- SEC file number: 801-77677
- Location: 3455 PEACHTREE ROAD NE, ATLANTA, GA, 30326-3433
- Phone: 404.836.7146
- Latest filing: 2026-08-03
- Regulatory AUM: $3.2B
- Discretionary AUM: $3.1B
- Non-discretionary AUM: $105.8M
- Clients: 36
- Accounts: 2,234

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| Thomas Marion Johnson | CEO EMERITUS | — |
| Henry Hungerford Spooner Phillips | MANAGING MEMBER; PRESIDENT | — |
| Courtland Greene Phillips | MANAGING MEMBER; PRESIDENT | — |
| Charles Everett Markwalter | CEO | — |
| Nesha Pratt Zeigler | MANAGING DIRECTOR | — |
| Rebecca Mitchell Keister | CHIEF COMPLIANCE OFFICER | — |
| BUTLER BUDDY JOSEPH | CHIEF OPERATING OFFICER | — |
| PALMER DANNY MICHAEL | SHAREHOLDER | — |
| ALLEN LESLIE WHITE | CHIEF COMPLIANCE OFFICER | — |
| SHOWS SCOTT ALAN | CHIEF FINANCIAL OFFICER | — |
| SCHELL CHARLES THOMAS | MANAGING MEMBER; SHAREHOLDER | — |
| BAIR JOHN THEODORE | OWNER; SHAREHOLDER | — |
| PHILLIPS HENRY HUNGERFORD SPOONER | MANAGING MEMBER; OWNER; SHAREHOLDER | — |
| JOHNSON CHARLES MARION | CCO; CEO/CCO; CEO EMERITUS (+3 more) | — |
| PALMER DAN M | OWNER | — |
| KEISTER REBECCA MITCHELL | CHIEF COMPLIANCE OFFICER | — |
| MARKWALTER CHARLES EVERETT | CEO | — |
| WILKERSON VICTOR PATRICK | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, FOUNDING PARTNER; CHIEF FINANCIAL OFFICER, MANAGING PARTNER (+1 more) | — |
| SCHELL CHARLES T | OWNER | — |
| HOSFELD ANTHONY WILLIAM | FOUNDING PARTNER; MANAGING PARTNER | — |
| PHILLIPS COURTLAND GREENE | MANAGING MEMBER | — |
| PAVENTI DAVID MICHAEL | COO | — |
| DENEHY TIMOTHY JOHN | PRESIDENT | — |
| ZEIGLER NESHA PRATT | MANAGING DIRECTOR | — |
| Peter H Wayne Iv | GENERAL COUNSEL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141943/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141943/similar
- Related entities: https://search.stillhousedata.com/firm/141943/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141943

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.