Advocacy Financial LLC: new SEC registration, $103M AUM, Covington, LA
Advocacy Financial LLC (Covington, Louisiana): new SEC registration, $103M AUM, Covington, LA. Its amount of 103 is below the median of 134 (14th percentile). Dated 189 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 103 · 14th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 6 related LA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Advocacy Financial LLC |
| Legal name | Advocacy Financial LLC |
| CRD | 305954 |
| Status | Approved |
| Registered with the SEC | 2026-04-29 |
| Latest Form ADV filing | 2026-04-28 |
| Location | Covington, LA, United States |
| Regulatory AUM | $103,416,660 |
| Accounts | 289 |
| Employees | 4 |
| Website | http://www.advocacyfinancial.com |
| amount percentile | 14th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (7 LA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-29
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (LA first): Fletcher Financial Group · Jcn Financial & Tax Advisory Group, LLC · Pelican Investment Advisors, LLC · Pelican Advisory LLC · Vanguard Capital Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Advocacy Financial LLC and 7 Louisiana peers
- Louisiana NewRiaPulse records like this one: 7
- Advocacy Financial LLC's amount: 14th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Louisiana peer: $1,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $103M under management.
- Website on file.
What is the NewRiaPulse record for Advocacy Financial LLC in Covington, Louisiana?
Advocacy Financial LLC received SEC registration as an investment adviser (2026-04-29) with $103,416,660 in regulatory assets under management, based in Covington, LA.
How does Advocacy Financial LLC compare to other Louisiana NewRiaPulse records?
Its amount of 103 is below the median (14th percentile); smaller records often move faster and face less competition. It is 189 days old; check the official source for later updates before acting.
Advocacy Financial LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Advocacy Financial LLC | Covington, LA | 103 | 14th | 2026-04-29 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Louisiana NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.