M
$8.1M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest bridgeEagle
- Established Date
- 02-17-2012
- Office Locations
- 1
Office Locations
4839 Mallard View Lane Indianapolis IN
About MY-Financial-Advocate
OneAdvocate Solutions (MY-FINANCIAL-ADVOCATE) works with small employers to coordinate employee benefits and retirement programs—bringing health insurance, 401(k), supplemental coverage, HSAs, and payroll coordination under one advisor. The firm meets one-on-one with employees to understand goals, tailor solutions, and improve benefit understanding, helping employers deliver a more cohesive experience.
Team overview
-- AVG AGE
$8.1M AVG AUM / ADVISOR
$897.2K AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Fusion
Client Personas
Oak
Custodian
Value vector
Investment Themes
Pathway
Investment Vehicles
Meridian
Platform
Glacier
Services
Horizon oak Unison Unison matrix Legacy
Technology
Frontier zenith Vector
Owner & Executives
J
JAY STANLEY STEGER
Chief Compliance Officer, Chief Executive Officer, MANAGING PRINCIPAL
- CRD
- #1049413
- Ownership
- 75% or more
(453) 462-9749
element.vital@momentumcapital.com
in linkedin.com/in/bridge-ember
Showing 1 of 1 owners & executives
Unlock allContacts
C
Cecily Stilley
--
- CRD
- #8130056
(284) 653-4350
oak.timber@meridiancapital.com
in linkedin.com/in/value-signal
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,074,891 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,074,891 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,074,891
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,507,212,705 | 100.0% |
| Total | $2,507,212,705 | 100.0% |