# Strategic Advocates, LLC

> 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.

- CRD: 316858
- Filed as: STRATEGIC ADVOCATES, LLC
- Also doing business as: STRATICO, STRATICO WEALTH
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sacramento, CA
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316858
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-advocates-llc-sacramento-ca-316858

## Quick answers

**How is Strategic Advocates, LLC compensated?**
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).

**Where is Strategic Advocates, LLC located?**
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).

**Is Strategic Advocates, LLC registered with the SEC or a state?**
Strategic Advocates, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 316858.

**How much does Strategic Advocates, LLC manage?**
Strategic Advocates, LLC reports $33,733,153 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary).

**How have Strategic Advocates, LLC's assets and staff changed since 2022?**
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.

**What types of clients does Strategic Advocates, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (129); high net worth individuals (12).

**Does Strategic 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316858

**What changed in Strategic Advocates, LLC's recent Form ADV filings?**
In the May 2026 filing data: No longer lists the business name Stratico LLC. Added the business name Stratico.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $33,733,153
- Discretionary: $33,733,153
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 129 | $15,198,326 |
| High net worth individuals | 12 | $18,534,827 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### 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: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Walnut Creek, CA

### Websites listed on Form ADV (Item 1.I)
- strati.co
- Facebook facebook.com
- LinkedIn @stratico-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 3 | September 26, 2022 |
| October 2023 | $266,959,658 | 14 | August 9, 2023 |
| October 2024 | $363,541,297 | 13 | May 8, 2024 |
| October 2025 | $433,835,344 | 15 | July 31, 2025 |
| October 2026 | $33,733,153 | 3 | April 20, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- No longer lists the business name Stratico LLC.
- Added the business name Stratico.

### March 2026
- Regulatory assets under management went from $433,835,344 to $33,733,153 (-92%).

### February 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Advocates, LLC (CRD 316858): Form ADV filing data as of October 2026.