This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

mixed wealth managerderivedprivate_client_share=0.21 fund_share=0.0 institutional_share=0.63 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$106MItem 5.F on the latest filing (2026-04-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$106M

Private client RAUM

$22.0MderivedItem 5.D individuals plus high net worth individuals

Private client share

21%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

89

Individual clients

65

High net worth clients

15

SEC number

801-78758

CRD

169039

Filings on the tape

17

First filed

Oct 28, 2013

Latest filed

Apr 24, 2026

Organised

Limited Liability Company, NY

Website

faadvocates.com

• Occurred

  Oct 28, 2013
  First Form ADV filing

  Fiduciary Advisor Advocates filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7e2ae680-073c-a180-7449-3f2c11f26476

First observed

Oct 28, 2013

Last observed

Apr 24, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.