Advocate Group LLC has disclosed that it manages a total of $646 million in assets as of September 30, 2026. This information comes from a recent filing that highlights the firm’s investment strategy and portfolio diversity.
Based in Minnetonka, Minnesota, Advocate Group LLC is a financial services firm that specializes in asset management. The firm operates under the SEC Act of 1934 and has been filing various reports, including the 13F-HR, which details its holdings and investment strategies. The company’s recent filings include a 13F-HR on October 19, 2026, which shows its continued growth and adaptability in the financial sector.
According to the filing, Advocate Group reported a total of 122 entries in its investment portfolio, indicating a broad range of investments across different sectors. The firm’s holdings include significant stakes in well-known companies such as Apple Inc., Johnson & Johnson, and Abbott Laboratories. This diverse portfolio suggests a strategic approach to asset management, aimed at maximizing returns while mitigating risks.
The filing also notes that Advocate Group exercises sole investment discretion over its holdings, reflecting a strong level of confidence in its investment strategies. The firm’s Chief Compliance Officer, Michael Corrigan, signed the filing, emphasizing the importance of regulatory compliance and transparency in its operations.
This update may have implications for both current and potential investors, as it showcases Advocate Group’s ability to manage substantial assets effectively. The firm’s performance could influence investor confidence in its management capabilities and attract new clients looking for reliable asset management services.
Looking ahead, it remains to be seen how Advocate Group will adapt its strategies in response to market conditions and investor demands. The firm is expected to continue providing updates on its asset management activities through future filings.