Strategic Advocates, Llc
- Regulatory AUM
- $33.7M
- Discretionary
- $33.7M
- Clients
- 141
- Avg AUM / client
- $239K
- Accounts
- 292
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Apr 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 129 | $15.2M | 45.1% |
| High net worth individuals | 12 | $18.5M | 54.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Intermountain Health 401(k) Plan Intermountain Health Care, Inc. | 2024 | |
| Al's Sporting Goods, Inc. Retirement Plan Al's Sporting Goods, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Harsch | Managing Member | Jul 2021 (5y) | 25% – 50% | |
| James Patrick Jenkins | Managing Member | Jul 2021 (5y) | 25% – 50% | |
| John Reed Mickelson | Managing Member | Chartered Financial Consultant | Jul 2021 (5y) | 25% – 50% |
| Goforth, Sonia, Ann | Cco | Sep 2023 (3y) | Less than 5% | |
| Collin Everette Sinnott | Registered representative | Sep 2022 (4y) | ||
| James Edward Smith | Registered representative | Chartered Financial Consultant | Apr 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Intermountain Health 401(k) Plan | Intermountain Health Care, Inc. | 69,032 | $6.8B | 01/01/2024 |
| Al's Sporting Goods, Inc. Retirement Plan | Al's Sporting Goods, Inc. | 508 | $6.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $28.9M (86% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 20, 2026.
View current Form ADV (SEC/IAPD) ↗