ADVOCACY WEALTH MANAGEMENT, LLC

ADVOCACY WEALTH MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 141943). Regulatory assets under management: $3.2B.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (26)

Showing 25 of 26 people.

NameRoleLocation
Thomas Marion JohnsonCEO EMERITUS
Henry Hungerford Spooner PhillipsMANAGING MEMBER; PRESIDENT
Courtland Greene PhillipsMANAGING MEMBER; PRESIDENT
Charles Everett MarkwalterCEO
Nesha Pratt ZeiglerMANAGING DIRECTOR
Rebecca Mitchell KeisterCHIEF COMPLIANCE OFFICER
BUTLER BUDDY JOSEPHCHIEF OPERATING OFFICER
PALMER DANNY MICHAELSHAREHOLDER
ALLEN LESLIE WHITECHIEF COMPLIANCE OFFICER
SHOWS SCOTT ALANCHIEF FINANCIAL OFFICER
SCHELL CHARLES THOMASMANAGING MEMBER; SHAREHOLDER
BAIR JOHN THEODOREOWNER; SHAREHOLDER
PHILLIPS HENRY HUNGERFORD SPOONERMANAGING MEMBER; OWNER; SHAREHOLDER
JOHNSON CHARLES MARIONCCO; CEO/CCO; CEO EMERITUS (+3 more)
PALMER DAN MOWNER
KEISTER REBECCA MITCHELLCHIEF COMPLIANCE OFFICER
MARKWALTER CHARLES EVERETTCEO
WILKERSON VICTOR PATRICKCHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, FOUNDING PARTNER; CHIEF FINANCIAL OFFICER, MANAGING PARTNER (+1 more)
SCHELL CHARLES TOWNER
HOSFELD ANTHONY WILLIAMFOUNDING PARTNER; MANAGING PARTNER
PHILLIPS COURTLAND GREENEMANAGING MEMBER
PAVENTI DAVID MICHAELCOO
DENEHY TIMOTHY JOHNPRESIDENT
ZEIGLER NESHA PRATTMANAGING DIRECTOR
Peter H Wayne IvGENERAL COUNSEL

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