Advocate Investing Services, LLC
● SEC registered since 2022CRD 273035SEC# 801-125692Woodbine, MD
Reg. AUM
$186.6M
Employees
5
Accounts
385
Location
Woodbine, MD
Advocate Investing Services, LLC assets under management
Advocate Investing Services, LLC is a registered investment adviser overseen by the SEC based in Woodbine, MD. The firm has been registered since 2022. It reports $186.6 million in regulatory assets under management and employs 5 people.
Advocate Investing Services, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Raymond Gallagher | Managing Member/Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does Advocate Investing Services, LLC manage?
Advocate Investing Services, LLC reports $186.6 million in regulatory assets under management on its Form ADV.
How many employees does Advocate Investing Services, LLC have?
Advocate Investing Services, LLC reports 5 employees.
Where is Advocate Investing Services, LLC located?
Advocate Investing Services, LLC is based in Woodbine, MD and has been SEC-registered since 2022.
Does Advocate Investing Services, LLC disclose fund performance?
Advocate Investing Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15949 Frederick Road, Woodbine, MD 21797 |
| Phone | 240-403-0039 |
| Fax | 240-403-0040 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$186.6M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$186.6Mregulatory AUM
Discretionary $180.7MNon-discretionary $5.8M