# Your Financial Advocate, LLC

> Your Financial Advocate, LLC is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 331376
- Filed as: YOUR FINANCIAL ADVOCATE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331376
- AdvisorCensus page: https://advisorcensus.com/firm/your-financial-advocate-llc-331376

## Quick answers

**How is Your Financial Advocate, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Your Financial Advocate, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Your Financial Advocate, LLC registered with the SEC or a state?**
Your Financial Advocate, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331376.

**How much does Your Financial Advocate, LLC manage?**
Your Financial Advocate, LLC reports $77,136,000 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).

**What types of clients does Your Financial Advocate, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (28).

**Does Your Financial Advocate, 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/331376

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $77,136,000
- Discretionary: $77,136,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $16,557,000 |
| High net worth individuals | 28 | $60,579,000 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Your Financial Advocate, LLC (CRD 331376): Form ADV filing data as of October 2026.