THE ADVOCATE GROUP, LLC
CRD #155270 SEC #801-72157 MINNETONKA, MN 952-693-2630
SEC Registered
Total AUM
$713.3M
Discretionary
$710.2M
Employees
17
Clients
251
Accounts
1,025
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $713.3M | $710.2M | $3.1M | 17 | 39 |
| Feb 2025 | $713.3M | $710.2M | $3.1M | 17 | 39 |
| Feb 2024 | $635.9M | $633.4M | $2.5M | 17 | 38 |
| Feb 2023 | $591.1M | $588.1M | $3M | 15 | 39 |
| Aug 2022 | $588.2M | $585.3M | $2.9M | 13 | 38 |
| Apr 2022 | $588.2M | $585.3M | $2.9M | 13 | 38 |
| Mar 2022 | $588.2M | $585.3M | $2.9M | 13 | 38 |
| Mar 2021 | $484.5M | $481.9M | $2.6M | 13 | 38 |
| Jan 2021 | $439.8M | $435.7M | $4M | 12 | 40 |
| Jun 2020 | $439.8M | $435.7M | $4M | 12 | 40 |
| Apr 2020 | $439.8M | $435.7M | $4M | 12 | 40 |
| Feb 2020 | $439.8M | $435.7M | $4M | 12 | 40 |
| May 2019 | $340.4M | $337.6M | $2.7M | 11 | 44 |
| Feb 2019 | $340.4M | $337.6M | $2.7M | 12 | 44 |
| Feb 2018 | $337.7M | $335.2M | $2.5M | 11 | 40 |
| May 2017 | $476.4M | $474.9M | $1.5M | 12 | 300 |
| Feb 2017 | $481.1M | $479.4M | $1.7M | 12 | 300 |
| Oct 2016 | $476.7M | $474.8M | $1.9M | 12 | 200 |
| Jun 2016 | $449.9M | $447.3M | $2.6M | 12 | 200 |
| Mar 2016 | $419.4M | $416.6M | $2.8M | 11 | 200 |
| Nov 2015 | $417.4M | $411.9M | $5.5M | 11 | 200 |
| Sep 2015 | $417.4M | $411.9M | $5.5M | 11 | 200 |
| Mar 2015 | $435.7M | $429.7M | $6M | 11 | 200 |
| Sep 2014 | $436M | $429.4M | $6.5M | 11 | 200 |
| Aug 2014 | $436M | $429.4M | $6.5M | 11 | 200 |
| Mar 2014 | $408.8M | $403.4M | $5.4M | 11 | 200 |
| Feb 2014 | $408.8M | $403.4M | $5.4M | 11 | 200 |
| Jun 2013 | $306.6M | $303.1M | $3.5M | 13 | 200 |
| Jun 2013 | $306.6M | $303.1M | $3.5M | 13 | 200 |
| May 2013 | $306.6M | $303.1M | $3.5M | 13 | 200 |
| Mar 2013 | $306.6M | $303.1M | $3.5M | 13 | 200 |
| Apr 2012 | $247M | $242.8M | $4.2M | 11 | 184 |
| Mar 2012 | $247M | $242.8M | $4.2M | 11 | 184 |
| Jun 2011 | $53M | $52.9M | $184.7K | -- | -- |
| May 2011 | $0 | $0 | $0 | -- | -- |
| Feb 2011 | $0 | $0 | $0 | -- | -- |
DateNov 2025
Total AUM$713.3M
Discretionary$710.2M
Non-Disc.$3.1M
Employees17
Clients39
DateFeb 2025
Total AUM$713.3M
Discretionary$710.2M
Non-Disc.$3.1M
Employees17
Clients39
DateFeb 2024
Total AUM$635.9M
Discretionary$633.4M
Non-Disc.$2.5M
Employees17
Clients38
DateFeb 2023
Total AUM$591.1M
Discretionary$588.1M
Non-Disc.$3M
Employees15
Clients39
DateAug 2022
Total AUM$588.2M
Discretionary$585.3M
Non-Disc.$2.9M
Employees13
Clients38
DateApr 2022
Total AUM$588.2M
Discretionary$585.3M
Non-Disc.$2.9M
Employees13
Clients38
DateMar 2022
Total AUM$588.2M
Discretionary$585.3M
Non-Disc.$2.9M
Employees13
Clients38
DateMar 2021
Total AUM$484.5M
Discretionary$481.9M
Non-Disc.$2.6M
Employees13
Clients38
DateJan 2021
Total AUM$439.8M
Discretionary$435.7M
Non-Disc.$4M
Employees12
Clients40
DateJun 2020
Total AUM$439.8M
Discretionary$435.7M
Non-Disc.$4M
Employees12
Clients40
DateApr 2020
Total AUM$439.8M
Discretionary$435.7M
Non-Disc.$4M
Employees12
Clients40
DateFeb 2020
Total AUM$439.8M
Discretionary$435.7M
Non-Disc.$4M
Employees12
Clients40
DateMay 2019
Total AUM$340.4M
Discretionary$337.6M
Non-Disc.$2.7M
Employees11
Clients44
DateFeb 2019
Total AUM$340.4M
Discretionary$337.6M
Non-Disc.$2.7M
Employees12
Clients44
DateFeb 2018
Total AUM$337.7M
Discretionary$335.2M
Non-Disc.$2.5M
Employees11
Clients40
DateMay 2017
Total AUM$476.4M
Discretionary$474.9M
Non-Disc.$1.5M
Employees12
Clients300
DateFeb 2017
Total AUM$481.1M
Discretionary$479.4M
Non-Disc.$1.7M
Employees12
Clients300
DateOct 2016
Total AUM$476.7M
Discretionary$474.8M
Non-Disc.$1.9M
Employees12
Clients200
DateJun 2016
Total AUM$449.9M
Discretionary$447.3M
Non-Disc.$2.6M
Employees12
Clients200
DateMar 2016
Total AUM$419.4M
Discretionary$416.6M
Non-Disc.$2.8M
Employees11
Clients200
DateNov 2015
Total AUM$417.4M
Discretionary$411.9M
Non-Disc.$5.5M
Employees11
Clients200
DateSep 2015
Total AUM$417.4M
Discretionary$411.9M
Non-Disc.$5.5M
Employees11
Clients200
DateMar 2015
Total AUM$435.7M
Discretionary$429.7M
Non-Disc.$6M
Employees11
Clients200
DateSep 2014
Total AUM$436M
Discretionary$429.4M
Non-Disc.$6.5M
Employees11
Clients200
DateAug 2014
Total AUM$436M
Discretionary$429.4M
Non-Disc.$6.5M
Employees11
Clients200
DateMar 2014
Total AUM$408.8M
Discretionary$403.4M
Non-Disc.$5.4M
Employees11
Clients200
DateFeb 2014
Total AUM$408.8M
Discretionary$403.4M
Non-Disc.$5.4M
Employees11
Clients200
DateJun 2013
Total AUM$306.6M
Discretionary$303.1M
Non-Disc.$3.5M
Employees13
Clients200
DateJun 2013
Total AUM$306.6M
Discretionary$303.1M
Non-Disc.$3.5M
Employees13
Clients200
DateMay 2013
Total AUM$306.6M
Discretionary$303.1M
Non-Disc.$3.5M
Employees13
Clients200
DateMar 2013
Total AUM$306.6M
Discretionary$303.1M
Non-Disc.$3.5M
Employees13
Clients200
DateApr 2012
Total AUM$247M
Discretionary$242.8M
Non-Disc.$4.2M
Employees11
Clients184
DateMar 2012
Total AUM$247M
Discretionary$242.8M
Non-Disc.$4.2M
Employees11
Clients184
DateJun 2011
Total AUM$53M
Discretionary$52.9M
Non-Disc.$184.7K
Employees--
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--