YOUR ADVOCATES, LTD., LLP
Legal name: THE ADVOCATES
CRD #138612 SEC #801-65283 HOUSTON, TX 713-827-8014
SEC Registered
Total AUM
$374.5M
Discretionary
$374.5M
Employees
6
Clients
101
Accounts
1,109
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $374.5M | $374.5M | $0 | 6 | 0 |
| Mar 2024 | $362.2M | $362.2M | $0 | 6 | 0 |
| Jan 2024 | $359.3M | $359.3M | $0 | 8 | 0 |
| Mar 2023 | $333.6M | $333.6M | $0 | 8 | 0 |
| Mar 2022 | $346.1M | $346.1M | $0 | 8 | 160 |
| Mar 2021 | $301.6M | $301.6M | $0 | 7 | 0 |
| Aug 2020 | $297.5M | $296.7M | $755.8K | 7 | 1 |
| Mar 2020 | $297.5M | $296.7M | $755.8K | 7 | 1 |
| Mar 2019 | $233.3M | $230.8M | $2.4M | 8 | 1 |
| Mar 2018 | $238.2M | $234.5M | $3.7M | 8 | 0 |
| Apr 2017 | $214.9M | $209.3M | $5.6M | 8 | 100 |
| Mar 2017 | $214.9M | $209.3M | $5.6M | 8 | 100 |
| Apr 2016 | $190.8M | $178.2M | $12.6M | 7 | 100 |
| Mar 2016 | $190.8M | $178.2M | $12.6M | 7 | 100 |
| Aug 2015 | $183.5M | $183.5M | $0 | 7 | 100 |
| Mar 2015 | $183.5M | $183.5M | $0 | 7 | 100 |
| Mar 2014 | $170.4M | $165.4M | $5M | 7 | 100 |
| Nov 2013 | $173.5M | $170M | $3.5M | 6 | 100 |
| Mar 2013 | $173.5M | $170M | $3.5M | 6 | 100 |
| Oct 2012 | $101.9M | $101.9M | $0 | 1 | 26 |
| May 2012 | $101.9M | $101.9M | $0 | 1 | 26 |
| May 2012 | $101.9M | $101.9M | $0 | 1 | 26 |
| Mar 2012 | $101.9M | $101.9M | $0 | 1 | 26 |
| May 2011 | $68.8M | $68.8M | $0 | 5 | -- |
| Apr 2011 | $68.8M | $68.8M | $0 | 5 | -- |
| Feb 2009 | $49M | $49M | $0 | 5 | -- |
| Jan 2008 | $53.8M | $53.1M | $773K | 5 | -- |
| Jan 2007 | $43.5M | $43.5M | $0 | 5 | -- |
| Jan 2006 | $0 | $0 | $0 | 5 | -- |
| Dec 2005 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$374.5M
Discretionary$374.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$362.2M
Discretionary$362.2M
Non-Disc.$0
Employees6
Clients0
DateJan 2024
Total AUM$359.3M
Discretionary$359.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$333.6M
Discretionary$333.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$346.1M
Discretionary$346.1M
Non-Disc.$0
Employees8
Clients160
DateMar 2021
Total AUM$301.6M
Discretionary$301.6M
Non-Disc.$0
Employees7
Clients0
DateAug 2020
Total AUM$297.5M
Discretionary$296.7M
Non-Disc.$755.8K
Employees7
Clients1
DateMar 2020
Total AUM$297.5M
Discretionary$296.7M
Non-Disc.$755.8K
Employees7
Clients1
DateMar 2019
Total AUM$233.3M
Discretionary$230.8M
Non-Disc.$2.4M
Employees8
Clients1
DateMar 2018
Total AUM$238.2M
Discretionary$234.5M
Non-Disc.$3.7M
Employees8
Clients0
DateApr 2017
Total AUM$214.9M
Discretionary$209.3M
Non-Disc.$5.6M
Employees8
Clients100
DateMar 2017
Total AUM$214.9M
Discretionary$209.3M
Non-Disc.$5.6M
Employees8
Clients100
DateApr 2016
Total AUM$190.8M
Discretionary$178.2M
Non-Disc.$12.6M
Employees7
Clients100
DateMar 2016
Total AUM$190.8M
Discretionary$178.2M
Non-Disc.$12.6M
Employees7
Clients100
DateAug 2015
Total AUM$183.5M
Discretionary$183.5M
Non-Disc.$0
Employees7
Clients100
DateMar 2015
Total AUM$183.5M
Discretionary$183.5M
Non-Disc.$0
Employees7
Clients100
DateMar 2014
Total AUM$170.4M
Discretionary$165.4M
Non-Disc.$5M
Employees7
Clients100
DateNov 2013
Total AUM$173.5M
Discretionary$170M
Non-Disc.$3.5M
Employees6
Clients100
DateMar 2013
Total AUM$173.5M
Discretionary$170M
Non-Disc.$3.5M
Employees6
Clients100
DateOct 2012
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$68.8M
Discretionary$68.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$68.8M
Discretionary$68.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$53.8M
Discretionary$53.1M
Non-Disc.$773K
Employees5
Clients--
DateJan 2007
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--