# Advisory Advocates LLC

> Advisory Advocates LLC is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 284100
- Filed as: ADVISORY ADVOCATES LLC
- Also doing business as: THE TATLAN GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284100
- AdvisorCensus page: https://advisorcensus.com/firm/advisory-advocates-llc-grand-rapids-mi-284100

## Quick answers

**How is Advisory Advocates LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Advisory Advocates LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Advisory Advocates LLC located?**
Advisory Advocates LLC's principal office is in Grand Rapids, MI, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Advisory Advocates LLC registered with the SEC or a state?**
Advisory Advocates LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 284100.

**How much does Advisory Advocates LLC manage?**
Advisory Advocates LLC reports $158,607,157 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Advisory Advocates LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (196); high net worth individuals (47); corporations or other businesses not listed above (6).

**Which custodians does Advisory Advocates LLC use?**
Advisory Advocates LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Advisory Advocates LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284100

**Does Advisory Advocates LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "The firm does not require a minimum account size to become a client."

**What changed in Advisory Advocates LLC's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Account minimum: None

> The firm does not require a minimum account size to become a client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $158,607,157
- Discretionary: $158,607,157
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 196 | $51,291,194 |
| High net worth individuals | 47 | $106,979,199 |
| Corporations or other businesses not listed above | 6 | $336,764 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 9 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IA, IL, IN, MI, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Fort Wayne, IN
- Holland, MI

### Websites listed on Form ADV (Item 1.I)
- advisoryadvocates.com

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advisory Advocates LLC (CRD 284100): Form ADV filing data as of October 2026.