Hedge Fund Database

STRATEGIC ADVOCATES, LLC

Adviser information for STRATEGIC ADVOCATES, LLC last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Utah, United States

Employees

Total Number of Employees 13
Investment Advisory/Research 7
Registered Broker-Dealer Representatives 3
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 6
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,154 $335.1M
Non-Discretionary 291 $28.5M
Total 2,445 $363.5M

Clients

Type Number RAUM
Individuals 1,858 $138.9M
HNW Individuals 582 $221.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 1 $1.5M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 4 $1.8M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-126262
SEC ERA File Number 801-126262
SEC CIK Numbers 1991340
SEC CRD Numbers 316858
Legal Entity Identifier None

Principal Office

255 S MAIN ST
STE 140
LOGAN
UT
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: (435) 754-7888, Fax: None

Websites

wealth-advocates.com/ www.strati.co/

Chief Compliance Officer

SONIA GOFORTH
101 S. 5TH ST. STE 2500
LOUISVILLE
KY
United States
Tel: 5025402593
(Full email address available in API data)

Regulatory Contact

BRADLEY HARSCH
608 29TH ST.
SACRAMENTO
CA
United States
Tel: 916-849-5728
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
Harsch, Bradley Individual – MANAGING MEMBER 07/2021 25-50%
JENKINS, JAMES, PATRICK Individual – MANAGING MEMBER 07/2021 25-50%
MICKELSON, JOHN, REED Individual – MANAGING MEMBER 07/2021 25-50%
GOFORTH, SONIA, ANN Individual – CCO 09/2023 < 5%

No. Employees, Historic

2010020222023202420253 on 6/29/20223 on 8/22/20223 on 9/26/20223 on 11/29/202214 on 11/30/202214 on 3/20/202314 on 3/22/202314 on 5/17/202314 on 8/9/202314 on 10/31/202314 on 10/31/202314 on 1/17/202414 on 2/26/202413 on 3/19/2024

RAUM, Historic

400M200M020222023202420250 on 6/29/20220 on 8/22/20220 on 9/26/20220 on 11/29/2022258438855 on 11/30/2022258438855 on 3/20/2023266959658 on 3/22/2023266959658 on 5/17/2023266959658 on 8/9/2023266959658 on 10/31/2023266959658 on 10/31/2023266959658 on 1/17/2024266959658 on 2/26/2024363541297 on 3/19/2024

No. Clients, Historic

3,0001,500020222023202420250 on 6/29/20220 on 8/22/20220 on 9/26/20220 on 11/29/2022865 on 11/30/2022865 on 3/20/20231336 on 3/22/20231336 on 5/17/20231336 on 8/9/20231336 on 10/31/20231336 on 10/31/20231336 on 1/17/20241336 on 2/26/20242445 on 3/19/2024

Holdings

From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMAZON COM INC COM Stock 7M 35K –
ISHARES MORNINGSTAR GROWTH ETF ETF 266K 3K –
ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 219K 3K –
INVESCO QQQ TRUST SERIES I ETF 24M 49K –
VANGUARD ENERGY ETF ETF 598K 5K –
DEXCOM INC COM Stock 712K 6K –
INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF ETF 595K 33K –
COSTCO WHSL CORP NEW COM Stock 225K 265 –
PROCTER AND GAMBLE CO COM Stock 401K 2K –
COCA COLA CO COM Stock 566K 9K –
OCCIDENTAL PETE CORP COM Stock 294K 5K –
GETTY RLTY CORP NEW COM REIT 388K 15K –
CME GROUP INC COM Stock 277K 1K –
NETFLIX INC COM Stock 999K 1K –
ISHARES CORE AGGRESSIVE ALLOCATION ETF ETF 2M 24K –
ISHARES CORE GROWTH ALLOCATION ETF ETF 395K 7K –
SPDR S&P 500 ETF TRUST ETF 310K 570 –
THE TRADE DESK INC COM CL A Stock 1M 13K –
MASTERCARD INCORPORATED CL A Stock 305K 691 –
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF ETF 366K 12K –
IQ HEDGE MULTI-STRATEGY TRACKER ETF ETF 1M 34K –
SUPER MICRO COMPUTER INC COM Stock 204K 249 –
DAVITA INC COM Stock 376K 3K –
FEDEX CORP COM Stock 333K 1K –
SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF ETF 3M 153K –
MICROSTRATEGY INC CL A NEW Stock 539K 391 –
MONGODB INC CL A Stock 561K 2K –
SCHWAB INTERNATIONAL EQUITY ETF ETF 865K 23K –
FORTINET INC COM Stock 3M 48K –
SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 3M 31K –
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF ETF 929K 26K –
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 804K 2K –
ADOBE INC COM Stock 3M 5K –
SOUTHERN COPPER CORP COM Stock 360K 3K –
ALPHABET INC CAP STK CL A Stock 4M 24K –
CELSIUS HLDGS INC COM NEW Stock 216K 4K –
DROPBOX INC CL A Stock 624K 28K –
MICROSOFT CORP COM Stock 2M 4K –
SIMON PPTY GROUP INC NEW COM REIT 425K 3K –
ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF ETF 509K 15K –
BOEING CO COM Stock 273K 2K –
TESLA INC COM Stock 1M 7K –
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF ETF 22M 474K –
BAIN CAP SPECIALTY FIN INC COM STK CEF 329K 20K –
SCHWAB SHORT-TERM US TREASURY ETF ETF 1M 21K –
SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF ETF 831K 29K –
ISHARES SELF-DRIVING EV & TECH ETF ETF 376K 13K –
SPDR S&P 600 SMALL CAP GROWTH ETF ETF 2M 26K –
WISDOMTREE MANAGED FUTURES STRATEGY FUND ETF 888K 24K –
DATADOG INC CL A COM Stock 600K 5K –
BLACKROCK MUNIHLDNGS CALI QLTY COM CEF 251K 23K –
CATALYST PHARMACEUTICALS INC COM Stock 219K 14K –
INVESCO SENIOR LOAN ETF ETF 911K 43K –
FREEPORT-MCMORAN INC CL B Stock 379K 8K –
ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF ETF 441K 10K –
VANGUARD S&P SMALL-CAP 600 GROWTH ETF ETF 12M 109K –
VANGUARD LONG-TERM CORPORATE BOND ETF ETF 13M 177K –
ISHARES RUSSELL MID-CAP GROWTH ETF ETF 2M 22K –
BROADSTONE NET LEASE INC COM REIT 383K 24K –
PALANTIR TECHNOLOGIES INC CL A Stock 549K 22K –
FUTURE TECH ETF ETF 703K 26K –
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND ETF 8M 87K –
SOFI TECHNOLOGIES INC COM Stock 478K 72K –
ENERGY TRANSFER L P COM UT LTD PTN Stock 174K 11K –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK CEF 211K 33K –
SCHWAB US DIVIDEND EQUITY ETF ETF 1M 18K –
COINBASE GLOBAL INC COM CL A Stock 654K 3K –
APPLOVIN CORP COM CL A Stock 797K 10K –
UIPATH INC CL A Stock 147K 12K –
DUOLINGO INC CL A COM Stock 240K 1K –
VANGUARD GROWTH ETF ETF 2M 5K –
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF ETF 435K 17K –
CHENIERE ENERGY INC COM NEW Stock 531K 3K –
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF ETF 1M 34K –
META PLATFORMS INC CL A Stock 2M 4K –
SERVICENOW INC COM Stock 843K 1K –
EPR PPTYS COM SH BEN INT REIT 355K 8K –
ISHARES U.S. MEDICAL DEVICES ETF ETF 201K 4K –
NVIDIA CORPORATION COM Stock 12M 94K –
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 5M 101K –
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 13M 240K –
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 313K 6K –
VANGUARD TOTAL BOND MARKET ETF ETF 893K 12K –
INTUITIVE SURGICAL INC COM NEW Stock 4M 10K –
CISCO SYS INC COM Stock 414K 9K –
ADVANCED MICRO DEVICES INC COM Stock 260K 2K –
VANGUARD INTERMEDIATE-TERM BOND ETF ETF 22M 297K –
MATERIALS SELECT SECTOR SPDR FUND ETF 1M 16K –
NETAPP INC COM Stock 808K 6K –
ONEOK INC NEW COM Stock 376K 5K –
UNION PAC CORP COM Stock 232K 1K –
SALESFORCE INC COM Stock 3M 11K –
PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED ETF 693K 9K –
NUVEEN CA QUALTY MUN INCOME FD COM CEF 120K 10K –
SPDR PORTFOLIO EMERGING MARKETS ETF ETF 412K 11K –
CHEVRON CORP NEW COM Stock 550K 4K –
BANK AMERICA CORP COM Stock 927K 23K –
INTERNATIONAL BUSINESS MACHS COM Stock 224K 1K –
VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 319K 3K –
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 904K 18K –
HP INC COM Stock 384K 11K –
ALPHABET INC CAP STK CL C Stock 388K 2K –
AMERICAN EXPRESS CO COM Stock 764K 3K –
CLEAN HARBORS INC COM Stock 312K 1K –
APPLIED MATLS INC COM Stock 911K 4K –
INVESCO S&P 500 PURE VALUE ETF ETF 19M 229K –
ZIONS BANCORPORATION N A COM Stock 223K 5K –
ARISTA NETWORKS INC COM Stock 203K 578 –
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 447K 5K –
NNN REIT INC COM REIT 205K 5K –
GARTNER INC COM Stock 521K 1K –
SYNOPSYS INC COM Stock 3M 5K –
ISHARES RUSSELL 3000 ETF ETF 242K 785 –
CADENCE DESIGN SYSTEM INC COM Stock 791K 3K –
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF ETF 456K 8K –
SUNRUN INC COM Stock 366K 31K –
ISHARES CORE S&P MID-CAP ETF ETF 725K 12K –
APPLE INC COM Stock 7M 32K –
DISNEY WALT CO COM Stock 271K 3K –