$186.6M Total AUM
$180.7M Disc. AUM
15.8% 3Y CAGR
5 Employees
226 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Horizon signal
- Established Date
- 01-04-2016
- Office Locations
- 1
Office Locations
15949 Frederick Road Woodbine MD
About Advocate Investing Services
Advocate Investing Services provides holistic financial planning and investment management, helping clients build wealth, create retirement income strategies, and plan legacies through life transitions. The firm emphasizes goal-based advice over commission-driven product sales and supports portfolios using vehicles such as ETFs and mutual funds. Custody is supported through LPL Financial.
Team overview
39 AVG AGE
$46.6M AVG AUM / ADVISOR
$825.6K AVG AUM / CLIENT
7.1 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Horizon Catalyst Oak
Client Personas
Crest Prime zenith
Custodian
Alpha zenith Meridian Capital Harbor horizon Wave summit Radial north Unison
Investment Themes
Pathway Pioneer value Legacy
Investment Vehicles
Harbor Catalyst capital
Platform
Prime optima
Services
Foundation Horizon timber Signal Glacier fusion Atlas Prime north Horizon Alpha fusion
Technology
Capital
Owner & Executives
JOSEPH RAYMOND GALLAGHER
Chief Compliance Officer, Managing Member
- CRD
- #2516132
- Ownership
- 75% or more
(218) 349-9804
insight.radial@focuscapital.com
in linkedin.com/in/wave-delta
Showing 1 of 1 owners & executives
Unlock allContacts
R
Riley David Ahlquist
--
- CRD
- #7987133
(606) 917-5167
crest.momentum@beaconcapital.com
in linkedin.com/in/focus-wave
RICHARD THOMAS ANDREWS
--
- CRD
- #2735508
(794) 793-5028
prime.summit@eaglecapital.com
in linkedin.com/in/summit-glacier
P
Pioneer value
Prime legacy beacon
- CRD
- #98211
(338) 336-8114
zenith.horizon@eaglecapital.com
in linkedin.com/in/element-ridge
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $180,747,168 | $470,696 |
| Non-Discretionary | $5,827,602 | $5,827,602 |
| Total | $186,574,770 | $484,610 |
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Separately Managed Accounts
Total SMA Asset: $186,574,770
Public Funds:
16.1% Equity - Exchange:
12.1% Cash:
34.8% Other:
13.5% Corporate - Investment Grade:
23.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $444,773,705 | 16.1% |
| Equity - Exchange | $334,270,921 | 12.1% |
| Cash | $961,374,220 | 34.8% |
| Other | $372,946,896 | 13.5% |
| Corporate - Investment Grade | $649,203,855 | 23.5% |
| Total | $2,762,569,597 | 100.0% |