Data / Investment advisers / Michigan / Advisory Advocates LLC
Advisory Advocates LLC, Grand Rapids, MI: $159 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Advisory Advocates LLC is an SEC registered investment adviser with its main office in Grand Rapids, Michigan and reports $159 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 284100
- SEC file number
- 801-135477
- SEC status
- Approved, effective March 4, 2026
- Main office
- 4981 Cascade Road Suite C, Grand Rapids, MI 49546
- Phone
- (866) 597-8938
- Website
- advisoryadvocates.com
- Regulatory AUM
- $158,607,157 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $158,607,157
- Accounts
- 559
- Employees
- 9, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $107 million |
| Individuals (other than high net worth individuals) | 196 | $51.3 million |
| Corporations or other businesses | 6 | $336,764 |
Other advisers in Grand Rapids
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bemanaged | Grand Rapids | $410 million | Not listed | adviserinfo.sec.gov |
| DS Investment Advisors | Grand Rapids | $386.1 million | Not listed | adviserinfo.sec.gov |
| Kroon & Mitchell Asset Management LLC | Grand Rapids | $220.9 million | Not listed | adviserinfo.sec.gov |
| AI Alpha LLC | Grand Rapids | $200 million | Not listed | adviserinfo.sec.gov |
| Schwallier Wealth Management | Grand Rapids | $197 million | Not listed | adviserinfo.sec.gov |
| Brooktree Capital Management Inc. | Grand Rapids | $138.9 million | 1 | adviserinfo.sec.gov |
| Burnham & Company LLC | Grand Rapids | $129.5 million | Not listed | adviserinfo.sec.gov |
| Revalue LLC | Grand Rapids | $128.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Grand Rapids, MI
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisory Advocates LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.