$448.1M Total AUM
$448.1M Disc. AUM
10.3% 3Y CAGR
6 Employees
193 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2006
- Office Locations
- 1
Office Locations
920 Memorial City WAY Suite 250 Houston TX
About Advocates Wealth Planning
Advocates Wealth Planning is a Houston-based RIA providing comprehensive wealth management for families, combining investment management with tax and estate planning. The firm builds values-aligned portfolios (commonly using ETFs and mutual funds) tailored to risk tolerance and long-term goals, and offers specialized planning for energy industry professionals.
Team overview
47 AVG AGE
$149.4M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
9.7 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
KURT LOUIS BOX
Chief Compliance Officer, Partner, PRINCIPAL
- CRD
- #4428158
- Ownership
- 25% but less than 50%
Available
Available
Available
COLEMAN EDWARD CAMPBELL
Partner, PRINCIPAL
- CRD
- #2805109
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
STEVEN CHARLES BATES JR
--
- CRD
- #2979027
Available
Available
Available
Callen James Campbell
--
- CRD
- #7757014
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $448,131,083 | $407,022 |
| Non-Discretionary | $0 | -- |
| Total | $448,131,083 | $407,022 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing