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THE ADVOCATE GROUP, LLC
CRD 155270File 801-72157
APPROVED
Retail clients
Custody
Filing as of Feb 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$809.9M
Above cohort median (national)
Discretionary AUM
$808.2M
Non-discretionary $1.7M
Clients
394
1,068 accounts
Employees
17
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 25, 2011
- Principal office
- 601 CARLSON PARKWAY, SUITE 1100, MINNETONKA, MN, 55305
- Phone
- 952-693-2630
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $809.9M
- Discretionary AUM
- $808.2M
- Non-discretionary AUM
- $1.7M
- Discretionary accounts
- 1,062
- Non-discretionary accounts
- 6
- Total accounts
- 1,068
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 48 | $27.9M |
| High net worth individuals | 222 | $755.0M |
| Individuals (other than high net worth individuals) | 124 | $27.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.