{
  "crd_number": 316858,
  "slug": "strategic-advocates-llc-sacramento-ca-316858",
  "primary_business_name": "STRATEGIC ADVOCATES, LLC",
  "legal_name": "STRATEGIC ADVOCATES, LLC",
  "dbas": [
    "STRATICO",
    "STRATICO WEALTH"
  ],
  "city": "Sacramento",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "40900",
  "metro": {
    "cbsa_code": "40900",
    "common_name": "Sacramento",
    "msa_name": "Sacramento-Roseville-Folsom, CA",
    "path": "/advisors/ca/sacramento"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-04-30",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-04-20",
  "carried_forward": false,
  "raum_total": 33733153.0,
  "raum_discretionary": 33733153.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 15198326.0,
      "count": 129
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 18534827.0,
      "count": 12
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://facebook.com/profile.php?id=61574072353968",
    "https://linkedin.com/company/stratico-llc",
    "https://strati.co"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316858",
  "city_as_filed": "SACRAMENTO",
  "url": "https://advisorcensus.com/firm/strategic-advocates-llc-sacramento-ca-316858",
  "display_name": "Strategic Advocates, LLC",
  "summary": "Strategic Advocates, LLC is a state-registered investment advisory firm in Sacramento, CA, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.",
  "citation": "AdvisorCensus. Strategic Advocates, LLC (CRD 316858): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Strategic Advocates, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Strategic Advocates, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Strategic Advocates, LLC located?",
      "a": "Strategic Advocates, LLC's principal office is in Sacramento, CA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Strategic Advocates, LLC registered with the SEC or a state?",
      "a": "Strategic Advocates, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 316858."
    },
    {
      "q": "How much does Strategic Advocates, LLC manage?",
      "a": "Strategic Advocates, LLC reports $33,733,153 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary)."
    },
    {
      "q": "How have Strategic Advocates, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Strategic Advocates, LLC: Regulatory assets under management: $0 in the October 2022 data and $33,733,153 in the October 2026 data. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Strategic Advocates, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (129); high net worth individuals (12)."
    },
    {
      "q": "Does Strategic Advocates, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316858"
    },
    {
      "q": "What changed in Strategic Advocates, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: No longer lists the business name Stratico LLC. Added the business name Stratico."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 3,
      "filing_date": "2022-09-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 266959658.0,
      "total_employees": 14,
      "filing_date": "2023-08-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 363541297.0,
      "total_employees": 13,
      "filing_date": "2024-05-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 433835344.0,
      "total_employees": 15,
      "filing_date": "2025-07-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 33733153.0,
      "total_employees": 3,
      "filing_date": "2026-04-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "No longer lists the business name Stratico LLC.",
        "Added the business name Stratico."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $433,835,344 to $33,733,153 (-92%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "No longer lists the business name Wealth Advocates.",
        "No longer lists the business name Stratico Wealth LLC.",
        "No longer lists the business name Stratico Capital Corp.",
        "No longer lists the business name Patrick Jenkins Inc.",
        "No longer lists the business name Mickelson Financial Services, LLC.",
        "No longer lists the business name Mickelson Consulting.",
        "Added the business name Stratico Wealth.",
        "Employees performing advisory functions went from 7 to 3.",
        "No longer lists an office in Sacramento, CA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/strategic-advocates-llc-sacramento-ca-316858.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 129,
      "fewer_than_5": false,
      "raum": 15198326.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 12,
      "fewer_than_5": false,
      "raum": 18534827.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316858",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}