Your Advocates, Ltd., LLP
● SEC registered since 2006CRD 138612SEC# 801-65283Houston, TX
Reg. AUM
$448.1M
Employees
6
Accounts
1,101
Location
Houston, TX
Your Advocates, Ltd., LLP assets under management
Your Advocates, Ltd., LLP is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2006. It reports $448.1 million in regulatory assets under management and employs 6 people.
Your Advocates, Ltd., LLP owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anna Rogge Banks Control | Chief Compliance Officer | Under 5% | 2017 |
| Coleman Edward Campbell Control | Principal | 25-50% | 2012 |
| Kurt Louis Box Control | Principal | 25-50% | 2005 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Your Advocates, Ltd., LLP manage?
Your Advocates, Ltd., LLP reports $448.1 million in regulatory assets under management on its Form ADV.
How many employees does Your Advocates, Ltd., LLP have?
Your Advocates, Ltd., LLP reports 6 employees.
Where is Your Advocates, Ltd., LLP located?
Your Advocates, Ltd., LLP is based in Houston, TX and has been SEC-registered since 2006.
Does Your Advocates, Ltd., LLP disclose fund performance?
Your Advocates, Ltd., LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 920 Memorial City Way, Suite 250, Houston, TX 77024 |
| Phone | 713-827-8014 |
| Fax | 713-827-0493 |
| Office hours | 8:30 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1774437 |
| Discloses disciplinary history | No |
Regulatory AUM
$448.1M▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$448.1Mregulatory AUM
Discretionary $448.1M