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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Advocate Group have?","answer":"The Advocate Group has 11 investment adviser representatives registered with state securities authorities, out of 17 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Advocate Group invest in?","answer":"At the end of its last fiscal year, The Advocate Group’s separately managed accounts held 63% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 3% U.S. government and agency bonds and 2% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Advocate Group?","answer":"The Advocate Group’s direct owners are Seth Heimermann, Michael Corrigan, Sean Ohagan, Rebecca Wachter, Elizabeth Kindseth and Emily Meisinger, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 19 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Advocate Group get paid?","answer":"The Advocate Group is paid through a percentage of assets under management and fixed fees. 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