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ADVOCACY FINANCIAL LLC

COVINGTON, LA · CRD 305954 · IAPD ↗ · advocacyfinancial.com · 888-787-4590

$103.4MRegulatory AUM
2Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — ADVOCACY FINANCIAL LLC (COVINGTON, LA) is newly SEC-registered with $103.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.