# ONEADVOCATE FINANCIAL LLC

ONEADVOCATE FINANCIAL LLC is an SEC-registered investment adviser.

## Registration

- CRD: 340839
- Type: SEC-registered investment adviser
- Phone: 866-734-9688 X1
- Latest filing: 2026-03-10
- Clients: 2

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340839/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340839/similar
- Related entities: https://search.stillhousedata.com/firm/340839/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340839

---

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.