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Advocate Wealth
Advocate Wealth is a private wealth boutique providing carefully tailored wealth strategies and thoughtful advice for discerning families. Its mission is to...
Advocate Wealth
Advocate Wealth is a private wealth boutique providing carefully tailored wealth strategies and thoughtful advice for discerning families. Its mission is to preserve legacy and forge enduring prosperity. Services include visionary financial planning, investment selection and oversight across public and private markets, estate and tax integration, exit and succession planning, and family office services.
General information
Firm type
Asset Manager
Year founded
2011
Location
Region
North America
Country
United States
City
Washington
Corporate office
Nichols Hills, OK, United States
Principals
Bob Brooks
Founder
Kyle Brown
Chief Executive Officer
Frequently asked questions
What investment vehicles does Advocate Wealth use for client portfolios?
The firm primarily constructs client portfolios using low-cost exchange-traded funds and mutual funds, supplemented by individual equities and bonds for larger accounts. Advocate Wealth does not operate proprietary funds or structured products. Alternative exposures, when used, are accessed through publicly available interval funds or liquid-alternative mutual funds.
Where does Advocate Wealth custody client assets?
The firm lists Charles Schwab as its primary qualified custodian in regulatory filings (per SEC, 2024). This third-party custody arrangement means Advocate Wealth does not physically hold client funds or securities, reducing operational risk and providing clients with independent account statements directly from the custodian.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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