One Advocate Group

One Advocate Group (CRD# 270005) is a financial advisory firm headquartered in San Antonio, TX. They manage $147,600,000 in 283 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    283
    ACCOUNTS
  • Average Account Value
    $521,555
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at One Advocate Group
Showing 1 - 2 of 2 top financial advisors.
1
David R. Wallace
CRD#: 5758794
11503 Nw Military Highway, Suite 206, San Antonio, TX 78231
93
Wealthminder
score

David Wallace (CRD# 5758794) is an Investment Advisor Representative working at One Advocate Group in San Antonio, TX and has over 5 years of experience in the finance industry.

2
Thomas H. Oliphint
CRD#: 1172870
11503 Nw Military Highway, Suite 206, San Antonio, TX 78231
83
Wealthminder
score

Thomas Oliphint (CRD# 1172870) is an Investment Advisor Representative working at One Advocate Group in San Antonio, TX and has over 32 years of experience in the finance industry.

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