Strategic Advocates, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strategic Advocates provides discretionary portfolio management and written financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. The firm manages approximately $33.7 million for about 141 clients through a three‑adviser team and also facilitates the selection and oversight of third‑party independent managers.
The firm implements tailored advice using proprietary asset‑allocation models and periodic suitability reviews, with ongoing supervision and at least annual account reviews. Investment implementation can include traditional equities and fixed income as well as more active and alternative exposures — the brochure discloses use of Independent Managers for private placements and private credit, option and margin strategies, and quantitative analytics — with manager performance monitored and allocations adjusted as client circumstances or market conditions change.
Notable operational distinctions disclosed in the brochure include a planned regulatory transition from SEC to state registration and a recent consolidation of ownership, both of which affect governance and oversight arrangements. The firm also discloses use of artificial intelligence‑based notetaking for virtual and telephonic client meetings (with human review and vendor safeguards) and that some advisers are separately licensed to sell insurance and may receive commissions for those sales, which are disclosed conflicts of interest and service differentiators relative to many peers.
Client services
Expertise
Occupation focus
Fee options
Negotiable fixed fee of up to $5,000 for financial planning
1.00% - 2.00% annually (negotiable percentage of assets under management)
Hourly financial planning fees up to $350 per hour
Minimum fee: Negotiable fixed fee of up to $5,000 for stand-alone financial planning services Fee-only: Fixed fees for financial planning up to $5,000; hourly fees up to $350/hour for financial planning
Main office
500 N Street, Suite 30
Sacramento CA 95814
Advisors at this office
3
Most active in
California
Also doing business as
Mickelson Consulting · Mickelson Financial Services, LLC · Patrick Jenkins Inc · Strategic Advocates, LLC · Stratico · Stratico Capital Corp · Stratico Wealth · Wealth Advocates
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
James S
ChFC®, Series 63, Series 65
Sacramento, CA
Strategic Advocates, LLC
James Smith is a Chartered Financial Consultant (ChFC®) with 50 years of industry experience. He is currently with Strategic Advocates, LLC, joining the firm in 2023 after prior roles at Crown Capital Securities, L.P. and Cambridge Investment Research Advisors, Inc. Smith also operates various independent insurance agencies. Strategic Advocates serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, portfolio management, and retirement plan consulting. The firm employs diversified asset-allocation models and offers a broad investment toolkit, managing approximately 2,600 clients across six offices with a team of seven advisors.
Bradley H
Series 63, Series 65
Sacramento, CA
Strategic Advocates, LLC
Bradley Harsch is a financial advisor at Strategic Advocates, LLC in Sacramento, CA, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Crown Capital Securities. Outside of his advisory role, he serves as secretary for the Nancy Gressley Education Foundation, a nonprofit providing scholarships to college-bound students, and assists with bookkeeping for his wife's interior design business. Strategic Advocates serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and retirement plan consulting. The firm uses diversified asset-allocation models and a broad investment toolkit to tailor advice to each client, managing approximately 2,600 clients across seven advisors and multiple offices.
Collin S
Series 65
Sacramento, CA
Strategic Advocates, LLC
Collin Sinnott is a financial advisor at Strategic Advocates, LLC in Sacramento, CA, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Crown Capital Securities, L.P., Cambridge Investment Research Advisors, Inc., and the University of California, Davis. Outside of finance, he has experience working in the food service industry with Insomnia Cookies and Poke Bar. Strategic Advocates provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses proprietary asset-allocation models and oversees third-party independent managers to implement a range of investment strategies, including traditional and alternative exposures.
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