Advisory Advocates LLC
● SEC registered since 2026CRD 284100SEC# 801-135477Grand Rapids, MI
Reg. AUM
$158.6M
Employees
9
Accounts
559
Location
Grand Rapids, MI
About Advisory Advocates
Advisory Advocates develops comprehensive financial strategies aligned with clients' long-term goals, with a client-first planning process. The firm focuses on personalized solutions intended to protect and grow assets so clients can live with greater confidence.
Summary based on the firm’s website.
Advisory Advocates LLC assets under management
Advisory Advocates LLC is an SEC-registered investment adviser based in Grand Rapids, MI. The firm has been registered since 2026. It reports $158.6 million in regulatory assets under management and employs 9 people.
Advisory Advocates LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Anne Burgess Control | Manager | Under 5% | 2021 |
| Goldfinch Wealth Management LLC Control | Shareholder | 25-50% | 2023 |
| Luminist Capital, LLC Control | Shareholder | 50-75% | 2016 |
| Michael Randolph Cook Control | Manager / Cco | Under 5% | 2021 |
| Trendlogic Inc. Control | Shareholder | 25-50% | 2023 |
| Elizabeth Anne Burgess Control | Owner | Over 75% | 2023 |
| Frederick William Gearhart | Trustee/Indirect Owner | — | 2010 |
| John Michael Timmermans Control | Member/Cco | 25-50% | 2015 |
| Justin John Biebel Control | Member | 25-50% | 2015 |
| Michael Randolph Cook Control | Owner | Over 75% | 2023 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Advisory Advocates LLC manage?
Advisory Advocates LLC reports $158.6 million in regulatory assets under management on its Form ADV.
How many employees does Advisory Advocates LLC have?
Advisory Advocates LLC reports 9 employees.
Where is Advisory Advocates LLC located?
Advisory Advocates LLC is based in Grand Rapids, MI and has been SEC-registered since 2026.
Does Advisory Advocates LLC disclose fund performance?
Advisory Advocates LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4981 Cascade Road, Suite C, Grand Rapids, MI 49546 |
| Phone | (866) 597-8938 |
| Fax | (616) 588-6079 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$158.6MNo change
Feb '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,389 advisers
EmployeesTop 43%
More than 57% of 16,799 advisers
Assets under management
$158.6Mregulatory AUM
Discretionary $158.6M