STRATEGIC ADVOCATES, LLC
CRD #316858 SEC #801-126262 LOGAN, UT (888)247-7753
SEC Registered
Total AUM
$433.8M
Discretionary
$401.4M
Employees
15
Clients
10
Accounts
2,622
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $433.8M | $401.4M | $32.4M | 15 | 0 |
| Jul 2025 | $433.8M | $401.4M | $32.4M | 15 | 0 |
| Mar 2025 | $433.8M | $401.4M | $32.4M | 15 | 0 |
| May 2024 | $363.5M | $335.1M | $28.5M | 13 | 0 |
| May 2024 | $363.5M | $335.1M | $28.5M | 13 | 0 |
| Mar 2024 | $363.5M | $335.1M | $28.5M | 13 | 0 |
| Feb 2024 | $267M | $267M | $0 | 14 | 0 |
| Jan 2024 | $267M | $267M | $0 | 14 | 0 |
| Oct 2023 | $267M | $267M | $0 | 14 | 0 |
| Aug 2023 | $267M | $267M | $0 | 14 | 0 |
| May 2023 | $267M | $267M | $0 | 14 | 0 |
| Mar 2023 | $267M | $267M | $0 | 14 | 0 |
| Mar 2023 | $258.4M | $258.4M | $0 | 14 | 0 |
| Nov 2022 | $258.4M | $258.4M | $0 | 14 | 0 |
| Nov 2022 | $0 | $0 | $0 | 3 | 0 |
| Sep 2022 | $0 | $0 | $0 | 3 | 0 |
| Aug 2022 | $0 | $0 | $0 | 3 | 0 |
| Jun 2022 | $0 | $0 | $0 | 3 | 0 |
DateAug 2025
Total AUM$433.8M
Discretionary$401.4M
Non-Disc.$32.4M
Employees15
Clients0
DateJul 2025
Total AUM$433.8M
Discretionary$401.4M
Non-Disc.$32.4M
Employees15
Clients0
DateMar 2025
Total AUM$433.8M
Discretionary$401.4M
Non-Disc.$32.4M
Employees15
Clients0
DateMay 2024
Total AUM$363.5M
Discretionary$335.1M
Non-Disc.$28.5M
Employees13
Clients0
DateMay 2024
Total AUM$363.5M
Discretionary$335.1M
Non-Disc.$28.5M
Employees13
Clients0
DateMar 2024
Total AUM$363.5M
Discretionary$335.1M
Non-Disc.$28.5M
Employees13
Clients0
DateFeb 2024
Total AUM$267M
Discretionary$267M
Non-Disc.$0
Employees14
Clients0
DateJan 2024
Total AUM$267M
Discretionary$267M
Non-Disc.$0
Employees14
Clients0
DateOct 2023
Total AUM$267M
Discretionary$267M
Non-Disc.$0
Employees14
Clients0
DateAug 2023
Total AUM$267M
Discretionary$267M
Non-Disc.$0
Employees14
Clients0
DateMay 2023
Total AUM$267M
Discretionary$267M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$267M
Discretionary$267M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$258.4M
Discretionary$258.4M
Non-Disc.$0
Employees14
Clients0
DateNov 2022
Total AUM$258.4M
Discretionary$258.4M
Non-Disc.$0
Employees14
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0