The Advocate Group, LLC
● SEC registered since 2011CRD 155270SEC# 801-72157Minnetonka, MN
Reg. AUM
$809.9M
Employees
17
Accounts
1,068
Location
Minnetonka, MN
About The Advocate Group
The Advocate Group specializes in financial planning and investment management for corporate executives and their families. Its concierge-style process addresses compensation, wealth, and long-term goals while aiming to make complex financial decisions easier.
Summary based on the firm’s website.
The Advocate Group, LLC assets under management
The Advocate Group, LLC operates as an SEC-registered investment adviser based in Minnetonka, MN. The firm has been registered since 2011. It reports $809.9 million in regulatory assets under management and employs 17 people.
The Advocate Group, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Ellen Kindseth | Member | 10-25% | 2019 |
| Emily Mary Meisinger | Member | 5-10% | 2022 |
| Michael Lee Corrigan Control | Ceo, Chief Compliance Officer, Member, Elected Manager | 25-50% | 2016 |
| Rebecca A Wachter Control | Coo, Treasurer, Member, Elected Manager | 5-10% | 2017 |
| Sean Patrick Ohagan Control | Secretary, Member, Elected Manager | 10-25% | 2017 |
| Seth Phillip Heimermann Control | Chief Investment Officer, Member | 10-25% | 2019 |
Frequently asked questions
How much does The Advocate Group, LLC manage?
The Advocate Group, LLC reports $809.9 million in regulatory assets under management on its Form ADV.
How many employees does The Advocate Group, LLC have?
The Advocate Group, LLC reports 17 employees.
Where is The Advocate Group, LLC located?
The Advocate Group, LLC is based in Minnetonka, MN and has been SEC-registered since 2011.
Does The Advocate Group, LLC disclose fund performance?
The Advocate Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 701 Carlson Parkway, Suite 520, Minnetonka, MN 55305 |
| Phone | 952-693-2630 |
| Fax | 952-693-2631 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$809.9M▲ 14%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,369 advisers
EmployeesTop 28%
More than 72% of 16,804 advisers
Assets under management
$809.9Mregulatory AUM
Discretionary $808.2MNon-discretionary $1.7M