# FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT of OLYMPIA, WA is an SEC-registered investment adviser.

## Registration

- CRD: 151298
- Type: SEC-registered investment adviser
- SEC file number: 801-71546
- Location: 1601 COOPER POINT ROAD NW, OLYMPIA, WA, 98502
- Phone: 360-866-2345
- Latest filing: 2025-09-09
- Regulatory AUM: $4.1B
- Discretionary AUM: $4.1B
- Clients: 85
- Accounts: 18,288

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Gary Ray Campbell | MANAGING MEMBER/ CSO / CHAIRMAN; OWNER | — |
| Angela Elaine Vlach | PRESIDENT  / CHIEF EXECUTIVE OFFICER | — |
| Douglas Roger Whittle | CHIEF COMPLIANCE OFFICER | — |
| KARBOSKI CHERYL LYNN | CHIEF COMPLIANCE OFFICER; FAIM COMPLIANCE DIRECTOR | — |
| CAMPBELL LYLE RAY | CEO / CHAIRMAN; DIRECTOR /  CEO; MANAGING MEMBER/CEO / CHAIRMAN (+5 more) | — |
| KERRIGAN BRIAN KEVIN | CHIEF COMPLIANCE OFFICER | — |
| WHITTLE DOUGLAS ROGER | CHIEF COMPLIANCE OFFICER; FAIM COMPLIANCE DIRECTOR | — |
| VLACH ANGELA ELAINE | PRESIDENT  / CHIEF EXECUTIVE OFFICER; PRESIDENT  / CHIEF OPERATING OFFICER; PRESIDENT  / COO | — |
| COTE TIFFANY ELISE | CHIEF COMPLIANCE OFFICER | — |
| FERKO TIFFANY ELISE | CHIEF COMPLIANCE OFFICER | — |
| PRATT HEATHER ANN | FAIM OPERATIONS DIRECTOR | — |


## Branch offices (21)

_Showing 15 of 21 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NAPA | CA | 8 | (707) 492-5100 |
| SEATTLE | WA | 7 | 877-805-6905 |
| CANBY | OR | 6 | 503-266-4848 |
| OREGON CITY | OR | 5 | 503-655-4505 |
| SPOKANE | WA | 3 | 509-210-4777 |
| SPOKANE | WA | 3 | 509-210-4777 |
| HAYDEN | ID | 2 | (208) 292-4631 |
| CODY | WY | 2 | (307) 586-1880 |
| VANCOUVER | WA | 2 | 3603142444 |
| — | — | 1 | (877) 944-3560 |
| BEND | OR | 1 | (541) 213-2077 |
| BELLEVUE | WA | 1 | 425-417-2065 |
| — | — | 1 | (509) 210-4777 |
| BEND | OR | 1 | 877-805-6905 |
| LIHUE | HI | 1 | 808-720-6633 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151298/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151298/similar
- Related entities: https://search.stillhousedata.com/firm/151298/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151298

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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.