| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Anne Burgess Control | Manager | Under 5% | 2021 |
| Goldfinch Wealth Management LLC Control | Shareholder | 25-50% | 2023 |
| Luminist Capital, LLC Control | Shareholder | 50-75% | 2016 |
Advisory Advocates LLC reports $158.6 million in regulatory assets under management on its Form ADV.
Advisory Advocates LLC reports 9 employees.
Advisory Advocates LLC is based in Grand Rapids, MI and has been SEC-registered since 2026.
Advisory Advocates LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4981 Cascade Road, Suite C, Grand Rapids, MI 49546 |
| Phone | (866) 597-8938 |
| Fax | (616) 588-6079 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $158.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $158.6M |