The Advocates

The Advocates (CRD# 138612) is a financial advisory firm headquartered in Houston, TX. They manage $362,200,884 in 1,025 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

920 Memorial City Way, Suite 250, Houston, TX 77024

https://www.youradvocates.com

By the Numbers

Total Assets Under Management

362

MILLION
Total Number of Accounts

1,025

ACCOUNTS
Average Account Value

$353,367

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at The Advocates

Showing 1 - 2 of 2 top financial advisors.

Kurt L. Box

CRD#: 4428158

920 Memorial City Way, Suite 250, Houston, TX 77024

Kurt Box (CRD# 4428158) is an Investment Advisor Representative working at The Advocates in Houston, TX and has over 21 years of experience in the finance industry.

Coleman E. Campbell

CRD#: 2805109

920 Memorial City Way, Suite 250, Houston, TX 77024

Coleman Campbell (CRD# 2805109) is an Investment Advisor Representative working at The Advocates in Houston, TX and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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