# Advocates Wealth Planning

> Advocates Wealth Planning is an SEC-registered investment advisory firm in Houston, TX, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 138612
- Filed as: ADVOCATES WEALTH PLANNING
- Legal name: Your Advocates, Ltd., LLP
- Also doing business as: ADVOCATES WEALTH PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/138612
- AdvisorCensus page: https://advisorcensus.com/firm/advocates-wealth-planning-houston-tx-138612

## Quick answers

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

**Where is Advocates Wealth Planning located?**
Advocates Wealth Planning's principal office is in Houston, TX, according to its Form ADV.

**Is Advocates Wealth Planning registered with the SEC or a state?**
Advocates Wealth Planning is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 138612.

**How much does Advocates Wealth Planning manage?**
Advocates Wealth Planning reports $448,131,083 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Advocates Wealth Planning's assets and staff changed since 2021?**
In the Form ADV data for Advocates Wealth Planning: Regulatory assets under management: $301,588,259 in the October 2021 data and $448,131,083 in the October 2026 data, up 49%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Advocates Wealth Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (134); individuals (other than high net worth individuals) (59).

**Which custodians does Advocates Wealth Planning use?**
Advocates Wealth Planning'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 Advocates Wealth Planning 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/138612

**What changed in Advocates Wealth Planning's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $374,520,801 to $448,131,083 (+20%).

## From the Form ADV filing

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

### 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: $448,131,083
- Discretionary: $448,131,083
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $27,109,744 |
| High net worth individuals | 134 | $421,021,339 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2006 (20 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $301,588,259 | 7 | March 29, 2021 |
| October 2022 | $346,113,346 | 8 | March 25, 2022 |
| October 2023 | $333,581,393 | 8 | March 16, 2023 |
| October 2024 | $362,200,884 | 6 | March 26, 2024 |
| October 2025 | $374,520,801 | 6 | February 4, 2025 |
| October 2026 | $448,131,083 | 6 | March 23, 2026 |

Regulatory assets under management: $301,588,259 in the October 2021 data and $448,131,083 in the October 2026 data, up 49%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $374,520,801 to $448,131,083 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advocates Wealth Planning (CRD 138612): Form ADV filing data as of October 2026.