# Advocate Investing Services

Advocate Investing Services is an Asset Manager based in Woodbine, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Woodbine, United States
- **Region:** North America
- **Address:** Woodbine, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** advocateinvesting.com
- **LinkedIn:** https://www.linkedin.com/company/josephgallagher

## Regulatory record

- **CRD number:** 273035
- **SEC file number:** 801-125692
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/273035

## About

Advocate Investing Services was founded in 2005. It functions as a wealth manager serving multiple client types. The firm offers investment advisory, financial planning, and portfolio management. These services reach individuals, high-net-worth individuals, charitable organizations, and corporations. No specific asset-class allocations or named holdings appear in available records. No additional offices, team size, or dated operational events from the last 24 months are documented. Adjacent vehicles such as foundations or club memberships remain undisclosed. The firm maintains a standard wealth-management structure without disclosed hybrid vehicles or succession details.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Advocate Investing Services?

No named principals or investment committee members are disclosed in public records.

### What services does Advocate Investing Services provide?

The firm provides investment advisory services, financial planning, and portfolio management.

### Which clients does Advocate Investing Services serve?

Services are offered to individuals, high-net-worth individuals, charitable organizations, and corporations.

### Where is Advocate Investing Services headquartered?

The firm is based in Woodbine, United States.

## Related profiles

- [Advocate Health Care Pension Plan](https://altss.com/profile/advocate-health-care-pension-plan)
- [Advocates](https://altss.com/profile/advocates)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/advocate-investing-services

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology