ADVOCACY FINANCIAL LLC

ADVOCACY FINANCIAL LLC of COVINGTON, LA is an SEC-registered investment adviser (CRD 305954). Regulatory assets under management: $103.4M.

Registration

• CRD: 305954
• SEC file number: 801-136057
• Type: Registered investment adviser
• Location: 212 PARK PLACE, COVINGTON, LA, 70433
• Phone: 888-787-4590
• Latest filing: 2026-04-28
• Regulatory AUM: $103.4M
• Discretionary AUM: $103.4M
• Clients: 4
• Accounts: 289

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305954 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search