Financial Advocates Investment Management
CRD 151298SEC# 801-71546Olympia, WA
No longer SEC-registered. Financial Advocates Investment Management appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$4.07B
Employees
85
Accounts
18,288
Location
Olympia, WA
Financial Advocates Investment Management assets under management
Financial Advocates Investment Management operates as an SEC-registered investment adviser based in Olympia, WA. It reports $4.1 billion in regulatory assets under management and employs 85 people.
Financial Advocates Investment Management owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Elaine Vlach Control | President / Chief Executive Officer | Under 5% | 2019 |
| Douglas Roger Whittle Control | Chief Compliance Officer | Under 5% | 2019 |
| Financial Advocates, LLC Control | Owner | Over 75% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Financial Advocates Investment Management manage?
Financial Advocates Investment Management reports $4.1 billion in regulatory assets under management on its Form ADV.
How many employees does Financial Advocates Investment Management have?
Financial Advocates Investment Management reports 85 employees.
Where is Financial Advocates Investment Management located?
Financial Advocates Investment Management is based in Olympia, WA.
Does Financial Advocates Investment Management disclose fund performance?
Financial Advocates Investment Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1601 Cooper Point Road NW, Olympia, WA 98502 |
| Office hours | 7a.m. To 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$4.07B▲ 6%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$4.07Bregulatory AUM
Discretionary $4.07B