# ADVOCATE INVESTING SERVICES, LLC

ADVOCATE INVESTING SERVICES, LLC of WOODBINE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 273035
- Type: SEC-registered investment adviser
- SEC file number: 801-125692
- Location: 15949 FREDERICK ROAD, WOODBINE, MD, 21797
- Phone: 240-403-0039
- Latest filing: 2026-03-11
- Regulatory AUM: $186.6M
- Discretionary AUM: $180.7M
- Non-discretionary AUM: $5.8M
- Clients: 5
- Accounts: 385

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Raymond Gallagher | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| GALLAGHER JOSEPH RAYMOND | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/273035/brochure
- Similar advisers: https://search.stillhousedata.com/firm/273035/similar
- Related entities: https://search.stillhousedata.com/firm/273035/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/273035

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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.