THE ADVOCATES
YOUR ADVOCATES, LTD., LLP Legal Name
Adviser information for THE ADVOCATES last updated from Form ADV on March 26th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,025 | $362.2M |
| Non-Discretionary | 0 | $0 |
| Total | 1,025 | $362.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 53 | $25.7M |
| HNW Individuals | 123 | $336.5M |
| 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 | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Insurance broker or agent |
Principal Office
920 MEMORIAL CITY WAYSUITE 250
HOUSTON
TX
United States
Monday - Friday, 8:30 A.M. - 5 P.M.
Tel: 713-827-8014, Fax: 713-827-0493
Chief Compliance Officer
ANNA BANKS
CHIEF COMPLIANCE OFFICER
920 MEMORIAL CITY WAY STE. 250
HOUSTON
TX
United States
Tel:
713-827-8014
Fax:
713-827-0493
A***@****************M
(Full email address available in API data)
Regulatory Contact
KURT BOX
PARTNER
920 MEMORIAL CITY WAY STE. 250
HOUSTON
TX
United States
Tel:
713 827-8014
Fax:
713 827-0493
K***@****************M
(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 |
|---|---|---|---|---|---|
| BOX, KURT, LOUIS | Individual | – | PRINCIPAL | 10/2005 | 25-50% |
| YOUR ADVOCATES MANAGEMENT, INC. | Domestic Entity | – | GENERAL PARTNER | 10/2005 | < 5% |
| CAMPBELL, COLEMAN, EDWARD | Individual | – | PRINCIPAL | 05/2012 | 25-50% |
| BOX, KURT, LOUIS | Individual | YOUR ADVOCATES, INC. | PRINCIPAL | 03/2016 | 25-50% |
| CAMPBELL, COLEMAN, EDWARD | Individual | YOUR ADVOCATES, INC. | PRINCIPAL | 03/2016 | 25-50% |
| BANKS, ANNA ROGGE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2017 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 29th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| Airbnb Inc | COM | 5K | 31 | – |
| Altair Engineering Inc | COM | 5K | 50 | – |
| Applied Materials Inc | COM | 2K | 8 | – |
| Arista Networks Inc | COM | 4K | 10 | – |
| Coupang Inc | COM | 5K | 250 | – |
| Crowdstrike Hldgs Inc | COM | 23K | 60 | – |
| Humana Inc | COM | 21K | 55 | – |
| Icici Bank Ltd | COM | 288 | 10 | – |
| Jd Com Inc | COM | 1K | 50 | – |
| Occidental Pete Corp | COM | 6K | 100 | – |
| PALANTIR TECH INC COM CL A | COM | 1K | 50 | – |
| Real Estate Select Sector | COM | 3K | 80 | – |
| Sigma Lithium Corp | COM | 84 | 7 | – |
| Synopsys Inc | COM | 7K | 12 | – |
| Take Two Interactv | COM | 6K | 40 | – |
| Tempus AI Inc | COM | 14K | 400 | – |
| Tractor Supply Comp | COM | 11K | 40 | – |
| A G C O Corp | COM | 1K | 11 | – |
| Academy Sports & Outdoor | COM | 91K | 2K | – |
| Accenture Ltd Cl A | COM | 5K | 15 | – |
| Aecom | COM | 387K | 4K | – |
| Aeva Technologies Inc | COM | 25 | 10 | – |
| Agilent Technologies Inc | COM | 38K | 296 | – |
| Airgain Incorporarated | COM | 604 | 100 | – |
| Albemarle Corp | COM | 1K | 12 | – |
| Allstate Corporation | COM | 64K | 400 | – |
| Amazon Com Inc | COM | 85K | 438 | – |
| American Beacon AHL Trend ETF | COM | 54K | 2K | – |
| Ametek Inc | COM | 8K | 50 | – |
| Amgen Incorporated | COM | 6K | 18 | – |
| Amphenol Corp Cl A | COM | 10K | 150 | – |
| Annaly Capital Mgmt | COM | 572 | 30 | – |
| Apple Inc | COM | 1M | 6K | – |
| Aptargroup Inc | COM | 7K | 50 | – |
| Ark Genomic Revolution | COM | 235 | 10 | – |
| Ast Spacemobile Inc | COM | 5K | 400 | – |
| Atif Holdings Ltd | COM | 113 | 130 | – |
| Atrion Corp | COM | 5 | 0 | – |
| Aurinia Pharmaceutic | COM | 1K | 200 | – |
| Auto Data Processing | COM | 78K | 325 | – |
| Azure Pwr Global Ltd | COM | 77 | 100 | – |
| Baker Hughes Company Com CL A | COM | 4K | 100 | – |
| Bakkt Hldgs Inc | COM | 378 | 20 | – |
| Blackline Inc | COM | 1K | 25 | – |
| Bloom Energy Corp | COM | 551 | 45 | – |
| Boston Scientific Co | COM | 6K | 79 | – |
| Bp Plc Adr | COM | 5K | 150 | – |
| Broadcom Inc | COM | 18K | 11 | – |
| Calamp Corp | COM | 1 | 2 | – |
| Canadian Pac Railway | COM | 4K | 45 | – |
| Carnival Corp New | COM | 43K | 2K | – |
| Caterpillar Inc | COM | 67K | 200 | – |
| Centene Corp | COM | 3K | 47 | – |
| Chargepoint Hldgs Inc | COM | 755 | 500 | – |
| Cheniere Energy Inc | COM | 25K | 145 | – |
| Chimera Investment Corp | COM | 70K | 5K | – |
| Cipher Mining Inc | COM | 31K | 8K | – |
| Coca Cola Company | COM | 38K | 598 | – |
| Cognex Corp | COM | 6K | 121 | – |
| Conocophillips | COM | 840K | 7K | – |
| Constellation Brand Cl A | COM | 3K | 10 | – |
| Corteva Inc | COM | 44K | 810 | – |
| Costco Whsl Corp New | COM | 50K | 59 | – |
| Cummins Inc | COM | 8K | 30 | – |
| Cytosorbents Corpora | COM | 175 | 250 | – |
| D X C Technology Com | COM | 6K | 291 | – |
| Danaher Corp Del | COM | 6K | 25 | – |
| Defiance Next Gen | COM | 128 | 3 | – |
| Dell Inc | COM | 28K | 200 | – |
| Denali Therapeutics I N | COM | 2K | 100 | – |
| Dexcom Inc | COM | 5K | 44 | – |
| DFA Emerging Mkts Value ETF | COM | 12K | 427 | – |
| Dimensional ETF Emerg. Markets Core Equity | COM | 22M | 825K | – |
| Dimensional ETF Int'l Core Equity 2 | COM | 30M | 1M | – |
| Dimensional US Core | COM | 57M | 954K | – |
| Dimensional US Small Cap ETF | COM | 16M | 264K | – |
| Disney Walt Co | COM | 8K | 85 | – |
| Dow Chemical Company | COM | 44K | 822 | – |
| Draganfly Inc | COM | 69 | 300 | – |
| Du Pont E I De Nemour&Co | COM | 65K | 811 | – |
| Duke Energy Corp New | COM | 2K | 24 | – |
| Enbridge Inc | COM | 6K | 177 | – |
| Equitable Resources Inc | COM | 4K | 100 | – |
| Estee Lauder Co Inc | COM | 1K | 12 | – |
| Exxon Mobil Corporation | COM | 2M | 19K | – |
| Fedex Corporation | COM | 99K | 331 | – |
| Fidelity Natl Info | COM | 11K | 151 | – |
| First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | COM | 6K | 49 | – |
| Fiserv Inc | COM | 7K | 50 | – |
| Ford Motor Company New | COM | 3K | 228 | – |
| Fortune Brands Innovatio | COM | 2K | 29 | – |
| Franklin BSP Capital Corp | COM | 88K | 6K | – |
| Franklin Liberty International Aggregate Bond ETF | COM | 629K | 31K | – |
| FTSE RAFI 1000 US Lg Cap | COM | 61K | 2K | – |
| FTSE RAFI Internat'l Dev Mkts | COM | 33K | 686 | – |
| FTSE RAFI US 1500 Small Cap | COM | 89K | 2K | – |
| Fubotv Inc | COM | 3K | 2K | – |
| Garmin Ltd | COM | 33K | 200 | – |
| GE HealthCare Technologies Inc Common Stock | COM | 3K | 41 | – |
| Ge Vernova Inc | COM | 15K | 87 | – |
| General Electric Company | COM | 56K | 350 | – |
| Gilead Sciences Inc | COM | 21K | 300 | – |
| GLOBAL X FDS GLOBAL X URANIUM ETF | COM | 1K | 50 | – |
| Google Inc Class A | COM | 7K | 40 | – |
| Gxo Logistics Inc | COM | 1K | 23 | – |
| Halliburton Co Hldg Co | COM | 352K | 10K | – |
| Hewlett Packard | COM | 1K | 55 | – |
| Hewlett-Packard Company | COM | 124K | 4K | – |
| Home Depot Inc | COM | 57K | 165 | – |
| Hut Eight Mining Corp | COM | 30K | 2K | – |
| Illinois Tool Works Inc | COM | 6K | 25 | – |
| Indie Semiconductor Inc | COM | 3K | 540 | – |
| Infineon Tech Ag | COM | 2K | 50 | – |
| Innovator US Equity | COM | 515K | 18K | – |
| Intel Corp | COM | 588 | 19 | – |
| Intuitive Machs Inc | COM | 248 | 75 | – |
| Invesco ETF D TR WILDERHIL CLAN ETF | COM | 6K | 292 | – |
| iShare ESG Aware MSCI | COM | 34K | 889 | – |
| iShares Core S&P 500 ETF | COM | 67K | 122 | – |
| Ishares Core S&P Small | COM | 13K | 124 | – |
| iShares Core S&P Total US Stock Mkt ETF | COM | 105K | 885 | – |
| iShares ESG 1-5 Year USD Corporate Bond ETF | COM | 12K | 471 | – |
| iShares ESG Aware MSCI EAFE ETF | COM | 50K | 635 | – |
| iShares ESG MSCI USA Leaders ETF | COM | 102K | 1K | – |
| iShares ESG U.S. Aggregate Bond ETF | COM | 14K | 306 | – |
| Ishares Gold Etf | COM | 144K | 3K | – |
| IShares Russell 2000 | COM | 9K | 46 | – |
| iShares Russell Mid Cap | COM | 993 | 9 | – |
| iShares S&P Euro | COM | 9K | 163 | – |
| Ishares Tr Barclays Fund | COM | 373K | 4K | – |
| iShares Trust US Treasury Bond ETF | COM | 20K | 873 | – |
| JP Morgan Betabuilders | COM | 101K | 2K | – |
| Jpmorgan Chase & Co | COM | 10K | 50 | – |
| Keurig Dr Pepper Inc | COM | 34 | 1 | – |
| Keysight Tech Inc | COM | 19K | 140 | – |
| Kyndryl Hldgs Inc | COM | 79 | 3 | – |
| Linde Plc | COM | 450 | 1 | – |
| Lowes Companies Inc | COM | 1 | 0 | – |
| Lululemon Athletica | COM | 2K | 7 | – |
| Marathon Digital Holdings Inc | COM | 30K | 2K | – |
| Marathon Oil Corp | COM | 31K | 1K | – |
| MARATHON PETE CORP | COM | 193K | 1K | – |
| Market Vectors Etf TRUST | COM | 11K | 393 | – |
| Marqeta Inc | COM | 8K | 2K | – |
| Masterbrand Inc | COM | 426 | 29 | – |
| Mc Donalds Corp | COM | 6K | 25 | – |
| Medifast Inc | COM | 593 | 27 | – |
| Microsoft Corp | COM | 202K | 451 | – |
| Moderna Inc | COM | 3K | 25 | – |
| Moodys Corp | COM | 126K | 300 | – |
| Morgan Stanley | COM | 5K | 56 | – |
| Nautilus Biotechnology | COM | 351 | 150 | – |
| Netflix Inc | COM | 4K | 6 | – |
| Nike Inc Class B | COM | 16K | 212 | – |
| NIO INC ADR | COM | 1K | 340 | – |
| Nuvve Hldg Corp | COM | 2 | 3 | – |
| Nvidia Corp | COM | 114K | 920 | – |
| Pimco Active Bond ETF | COM | 18M | 200K | – |
| Pinterest Inc | COM | 10K | 225 | – |
| Plug Power Inc New | COM | 3K | 1K | – |
| Pool Corp | COM | 2K | 8 | – |
| Procter & Gamble | COM | 4K | 25 | – |
| Psychemedics Corp | COM | 6K | 2K | – |
| Quanta Services Inc | COM | 100K | 393 | – |
| RBB Fund Inc Motley Fool Global Opportunity | COM | 109K | 4K | – |
| Relay Therapeutics Inc | COM | 652 | 100 | – |
| Republic Services | COM | 9K | 45 | – |
| Retail Opportunity Investment Corp | COM | 2K | 200 | – |
| Rivian Automotive Inc | COM | 228 | 17 | – |
| Roblox Corp Com CL A | COM | 19K | 500 | – |
| Rocket Laboratory Usa In | COM | 4K | 820 | – |
| Rxo Inc | COM | 601 | 23 | – |
| S P D R S&P 500 Etf Tr | COM | 1M | 2K | – |
| Sap SE Ordf | COM | 100K | 492 | – |
| Schlumberger Ltd | COM | 234K | 5K | – |
| Schwab Emerging Markets Equity ETF | COM | 32K | 1K | – |
| Schwab Fundamental Emerg Mkts Lg Co ETF | COM | 7M | 230K | – |
| Schwab Fundamental Intl Lg Co ETF | COM | 8M | 227K | – |
| Schwab Fundamental US Large Company ETF | COM | 17M | 249K | – |
| Schwab Fundamental US Small Company ETF | COM | 5M | 93K | – |
| Schwab Intermediate Term US Treas | COM | 18M | 375K | – |
| Schwab International Equity ETF | COM | 38 | 1 | – |
| Schwab US Broad Market | COM | 349K | 6K | – |
| Schwab US Large Cap ETF | COM | 584K | 9K | – |
| Seadrill Ltd | COM | 103 | 2 | – |
| Sector Spdr Engy Select | COM | 29K | 313 | – |
| Sector Spdr Fincl Select | COM | 6K | 144 | – |
| Service Now Inc | COM | 4K | 5 | – |
| Shapeways Holdings Inc | COM | 53 | 75 | – |
| Shopify Inc | COM | 33K | 500 | – |
| Snowflake Inc | COM | 3K | 21 | – |
| Sonos Inc | COM | 295 | 20 | – |
| SPDR Gold Trust | COM | 12M | 58K | – |
| SPDR Portfolio Developed World ex-US ETF | COM | 35 | 1 | – |
| SPDR Portfolio Emerging Markets ETF | COM | 23K | 611 | – |
| SPDR Portfolio Large Cap ETF | COM | 64 | 1 | – |
| Spdr S&P Oil & Gas Equip | COM | 4K | 47 | – |
| Spdr S&P Oil & Gas Expl & Prod | COM | 32K | 222 | – |
| SPDR Series Trust Portfolio Intermediate Term ETF | COM | 134K | 5K | – |
| SPDR Series Trust Portfolio Small Cap ETF | COM | 42 | 1 | – |
| Spirit Airlines Inc COM | COM | 2K | 100 | – |
| Spotify Technology | COM | 4K | 12 | – |
| Starbucks Corp | COM | 71K | 914 | – |
| Stmicroelectronics Nv | COM | 196 | 5 | – |
| Strategy Shares NS 7HANDL IDX ETF | COM | 0 | 0 | – |
| Stryker Corp | COM | 7K | 20 | – |
| Sun Life Financial Inc | COM | 13K | 275 | – |
| Tesla Motors Inc | COM | 465K | 2K | – |
| The Charles Schwab Corp | COM | 31K | 434 | – |
| The Southern Company | COM | 47K | 600 | – |
| The Trade Desk Inc | COM | 59K | 600 | – |
| Thermo Fisher Scientific | COM | 6K | 10 | – |
| Toast Inc Class A | COM | 52K | 2K | – |
| Travelers Companies | COM | 7K | 35 | – |
| Trimble Navigation Ltd | COM | 2K | 34 | – |
| U S Bancorp Del New | COM | 7K | 165 | – |
| Union Pacific Corp | COM | 19K | 85 | – |
| United Rentals Inc | COM | 24K | 37 | – |
| United States Oil Fund, | COM | 2K | 30 | – |
| Unitedhealth Group Inc | COM | 152K | 298 | – |
| Valero Energy Corp New | COM | 16K | 100 | – |
| Vanguard Mega Cap Growth | COM | 71K | 225 | – |
| Vanguard Mid Cap ETF | COM | 1K | 5 | – |
| Vanguard Mid Cap Value | COM | 9K | 58 | – |
| Vanguard MSCI EAFE ETF | COM | 38K | 778 | – |
| Vanguard Short-Term Bond ETF | COM | 13M | 172K | – |
| Vanguard Small Cap Etf | COM | 39K | 178 | – |
| Vanguard Value | COM | 25K | 155 | – |
| Veralto Corp | COM | 764 | 8 | – |
| Verisk Analytics Inc Cla | COM | 7K | 25 | – |
| Verizon Communications | COM | 1K | 26 | – |
| Viatris Inc | COM | 64 | 6 | – |
| Village Farms Intl | COM | 714 | 700 | – |
| Virgin Galactic Hldgs In | COM | 76 | 9 | – |
| Weatherford Intl | COM | 2K | 17 | – |
| WisdomTree Bloomberg US Dllr Bullish ETF | COM | 4K | 160 | – |
| WisdomTree Emerging Markets High Dividend ETF | COM | 259K | 6K | – |
| Wisdomtree Japan Hedged | COM | 15K | 444 | – |
| Xylem Inc | COM | 7K | 50 | – |
| Zions Bancorp | COM | 2 | 0 | – |
| Zk Intl Group Co Ltd | COM | 550 | 1K | – |