$3.2B Total AUM
$3.1B Disc. AUM
37.8% 3Y CAGR
36 Employees
1,725 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Reliance Trust Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Unison quantumMomentum vital
- Established Date
- 08-22-2007
- Office Locations
- 8
Office Locations
11 Depot ST Hartwell GA
276 Hazard Avenue Suite #9 Enfield CT
3350 Riverwood Parkway Suite GL-28 Atlanta GA
About Advocacy Wealth Management, LLC
Advocacy Wealth Management is The Forge Companies’ registered investment adviser, providing goals-based financial planning and ongoing portfolio management, with solutions that may include investments, annuities, and trust planning. The firm serves retail and institutional relationships and uses vehicles such as ETFs and mutual funds across public equity and fixed income. Custody includes Fidelity/NFS, and AWM has joined forces with Atlanta-based Montag & Caldwell.
Team overview
47 AVG AGE
$124.8M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
4 yrs AVG TENURE
36 Employees
26 Advisory Reps
18 RIA Reps
18yrs Firm Age
Insights
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Accredited Investors
Unison Vital signal
Asset Classes
Eagle Prime Pathway Momentum crest Bridge matrix Vertex Fusion
Client Personas
Ridge Peak vector
Custodian
Unison Unison Momentum Zenith Focus vital
Investment Themes
Vertex matrix Foundation Peak beacon Radial Vector
Investment Vehicles
Ridge Delta pathway
Platform
Atlas zenith
Services
Focus Prime frontier Bridge fusion Atlas Value Horizon bridge Frontier Timber Pathway ember
Technology
Legacy value Momentum
Owner & Executives
C
COURTLAND GREENE PHILLIPS
President
- CRD
- --
- Ownership
- 10% but less than 25%
(605) 827-2377
vertex.harbor@signalcapital.com
in linkedin.com/in/insight-horizon
H
HENRY HUNGERFORD SPOONER PHILLIPS
President
- CRD
- --
- Ownership
- 10% but less than 25%
(657) 539-1343
quantum.matrix@focuscapital.com
in linkedin.com/in/capital-ember
T
Timber vertex
Delta atlas
- CRD
- #69029
- Ownership
- 9.9%
(303) 824-7086
harbor.optima@elementcapital.com
in linkedin.com/in/signal-momentum
Showing 2 of 7 owners & executives
Unlock allContacts
Ava Arjmand
Financial Advisor
- CRD
- #5346390
(521) 395-2438
catalyst.frontier@optimacapital.com
in linkedin.com/in/pioneer-vital
Melissa Leigh Coleman
Financial Advisor
- CRD
- #7554783
(395) 670-7575
bridge.peak@insightcapital.com
in linkedin.com/in/pathway-momentum
S
Signal zenith
Ember signal vertex
- CRD
- #40330
(494) 282-7571
value.pioneer@focuscapital.com
in linkedin.com/in/fusion-catalyst
Showing 2 of 33 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,139,118,792 | $1,473,073 |
| Non-Discretionary | $105,775,411 | $1,026,946 |
| Total | $3,244,894,203 | $1,452,504 |
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Separately Managed Accounts
Total SMA Asset: $3,244,894,203
Public Funds:
10.2% Equity - Exchange:
16.9% Cash:
25.6% U.S. Government/Agency:
8.7% Corporate - Investment Grade:
25.0% Municipal Bonds:
13.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $150,686,609 | 10.2% |
| Equity - Exchange | $249,667,028 | 16.9% |
| Cash | $378,193,841 | 25.6% |
| U.S. Government/Agency | $128,526,813 | 8.7% |
| Corporate - Investment Grade | $369,329,923 | 25.0% |
| Municipal Bonds | $200,915,478 | 13.6% |
| Total | $1,477,319,692 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE EMBER EAGLE | ALPHA CREST | 92UPXLJD9 | KGJG | 3.36% | $105,515,474 |
| VERTEX HORIZON | VECTOR UNISON | Y7XTP3JGT | BXD | 2.77% | $108,363,064 |
| ALPHA ELEMENT | SUMMIT CREST | O3ENVBF96 | KULN | 8.02% | $56,751,076 |
| FRONTIER ELEMENT RIDGE | PIONEER RADIAL | SAE5QTRD3 | WCK | 6.71% | $7,359,247 |
| PRIME OPTIMA MERIDIAN | VALUE ZENITH | KGCPBGVMA | JHYG | 7.70% | $35,392,783 |
| BRIDGE ZENITH INSIGHT | EMBER EMBER | OS2HJMRK0 | GOIDD | 11.66% | $72,521,477 |
| INSIGHT PEAK | VITAL PATHWAY | IWHHUKX44 | TEYRY | 9.42% | $117,702,416 |
| RADIAL SUMMIT | WAVE EAGLE | W8TK93ZVS | ADBV | 3.20% | $72,296,955 |