Advocate Group LLC
The Advocate Group LLC is an SEC-registered investment adviser headquartered in Minnetonka, Minnesota. Founded in 2002, The Advocate Group provides comprehensive investment advisory and financial planning services, primarily serving senior officers of large companies, high net worth individuals, and select charitable organizations. As of early 2025, the firm manages over $713 million in assets across approximately 17 employees, focusing on personalized wealth management, retirement planning, estate design, tax optimization, and philanthropic strategies for executives and their families.
Investment Strategy
The Advocate Group LLC employs a client-focused investment management strategy, tailoring portfolio construction and ongoing supervision to the individual objectives and risk profiles of each client. The firm emphasizes a holistic approach through financial planning, integrating investment management with retirement modeling, tax planning, estate design, risk management, and philanthropic guidance. Investments are frequently allocated among diversified equity, fixed income, and other asset classes, with ongoing monitoring and discretionary trading to align with clients’ evolving goals and market environments. The firm does not offer wrap fee programs, ensuring their advice is customized exclusively to each client's needs.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 4.90% | $29.8M | 497,805 | $46.20 | $59.92 | +$7.2M |
G GIS | GENERAL MLS INC | 4.48% | $27.3M | 540,604 | $72.22 | $50.42 | +$1.3M |
V VV | VANGUARD INDEX FDS | 4.25% | $25.9M | 84,031 | $221.18 | $307.86 | +$8.6M |
A ABBV | ABBVIE INC | 3.13% | $19.0M | 82,247 | $155.37 | $231.54 | +$4.0M |
V VZ | VERIZON COMMUNICATIONS INC | 2.43% | $14.8M | 335,962 | $39.95 | $43.95 | +$93.1K |