Updated:
The Advocator Group
The Advocator Group is the Brown family office tied to Brown & Brown, deploying capital across equities, credit, and real estate from Wakefield, RI.
The Advocator Group
The Advocator Group is the family office vehicle of the Brown family, heirs to the Brown & Brown insurance brokerage fortune. Brown & Brown, founded in 1939 and publicly traded since 1993, generated $4.6 billion in revenue in 2024 (per company filings, 2025). The family office sits alongside a wholly owned operating company: Advocator Advantage, a nationwide Social Security disability advocacy firm that files SSDI claims and helps clients navigate Medicare. The office does not disclose AUM, deployment figures, or a named CIO. Strategy centers on a multi-asset allocation mixing public equities, private credit, and direct real estate holdings. The family office is known to hold positions in infrastructure and energy-related securities. It makes fund commitments to external managers specializing in middle-market buyouts and distressed debt. Geographically, the portfolio leans toward North American assets, with some exposure to European infrastructure. The firm is structured as a single-family office with a small internal team; principals are not publicly identified. Brown & Brown’s market capitalization exceeds $30 billion as of mid-2026 (per Bloomberg, June 2026). The family office has no separate philanthropic foundation disclosed. Advocator Advantage, a division of Brown & Brown, reported a Net Promoter Score of 94%, according to its website.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Wakefield
Corporate office
Wakefield, RI, United States
Frequently asked questions
Who runs investment decisions at The Advocator Group?
The leadership team is not publicly named. The firm does not list a CIO or investment committee on its website or in filings. The CEO of Advocator Advantage, Gina Schreiber, oversees the operating company, but the family office investment role is unknown.
How does The Advocator Group source proprietary deal flow?
The firm does not publicly describe its sourcing model. As a family office tied to a public insurance brokerage, it likely receives co-investment opportunities from investment banks, private equity firms, and direct relationships. No proprietary sourcing mechanism has been disclosed.
Is The Advocator Group structured as a single family office or does it operate more like a venture firm?
It is structured as a single-family office for the Brown family of Brown & Brown. It does not raise external capital or operate as a venture firm. Its operating subsidiary, Advocator Advantage, is a separate business providing SSDI and Medicare services.
Does the firm maintain philanthropic structures, and how are they separated?
No philanthropic foundation linked to the family office has been disclosed. The Brown family's charitable giving may occur through personal vehicles or through Brown & Brown's corporate giving, which is not detailed. The family office and the operating business are separate entities.
What investment stages does the firm typically target?
The family office is known to make fund commitments to middle-market buyout and distressed debt managers. It also holds direct positions in public equities and real estate. No specific stage preference (e.g., venture, growth) has been publicly stated.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: