Your Advocates LTD., LLP
Your Advocates Ltd., LLP is a private investment advisory and private equity firm headquartered in Houston, TX. The firm was founded in 2005 and currently manages over $370 million in assets for a client base primarily composed of high net worth individuals. As of 2025, the firm employs approximately 6 to 8 professionals, including key principals Paul Palmer, Kurt Box, and Coleman Campbell, with Anna Rogge Banks serving as Chief Compliance Officer. Your Advocates Ltd., LLP reports its holdings and activities to the SEC and is registered as an investment adviser under CRD #138612 and SEC #801-65283.
Investment Strategy
Your Advocates Ltd., LLP focuses on serving high net worth individuals through a discretionary, actively managed investment approach that includes both public equities and private equity investments. The firm seeks to diversify across sectors and asset classes, as reflected in its 13F holdings, which include positions in large-cap technology, energy, and diversified funds. Additionally, the firm manages private equity vehicles such as Sotex Housing LP. The investment philosophy centers around long-term value creation and capital preservation tailored to the needs of its predominantly US-based clients.
Top Holdings
Equity Positions (177)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DCOR | Dimensional US Core | 24.16% | $67.2M | 1,005,411 | $54.20 | $66.85 | +$7.2M |
D DFIC | Dimensional ETF Int'l Core Equity 2 | 13.83% | $38.5M | 1,237,297 | $25.00 | $31.09 | +$3.1M |
D DFEM | Dimensional ETF Emerg. Markets Core Equity | 9.40% | $26.2M | 881,412 | $23.90 | $29.68 | +$2.4M |
B BOND | Pimco Active Bond ETF | 7.46% | $20.8M | 225,243 | $95.69 | $92.18 | +$395.5K |
D DFAS | Dimensional US Small Cap ETF | 7.34% | $20.4M | 320,429 | $57.25 | $63.71 | +$2.5M |