Investment adviser · CRD 138612

ADVOCATES WEALTH PLANNING

Investment adviser filing (IA)

YOUR ADVOCATES, LTD., LLP

HOUSTON, TX, United States · Form ADV filed Mar 23, 2026

Regulatory AUM
$448M
Form ADV · Item 5.F
Client accounts
1,101
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals134$421,021,33994.0%
Individuals59$27,109,7446.0%
Filing source

Form ADV 2075017 · Mar 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SOTEX HOUSING, LPPrivate Equity Fund · Last reported Mar 25, 2022$1.31MGross asset value
Auditor HARPER PEARSON HOUSTON, Texas, United States
Custodian MILLENNIUM TRUST COMPANY, LLC OAK BROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

HARPER PEARSON
PCAOB 431

Fund details & source
Fund ID
805-2538243082
Reported beneficial owners
39
Minimum commitment
$20K
Form D file number
021-1549754

Form ADV 1608398 · Mar 25, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 23, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

920 MEMORIAL CITY WAY, SUITE 250
HOUSTON, TX, 77024, United States

CRD 138612

Filing source

Form ADV 2075017 · Mar 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.