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Investment Adviser Representative/member LLC · Advocacy Financial LLC

Nicholas A. Bowers

CRD 6186551 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Advocacy Financial LLC, an SEC-registered wealth manager based in Covington, LA with $103 million in regulatory assets, lists Nicholas A. Bowers on its Form ADV as Investment Adviser Representative/member LLC. The SEC filings also name Nicholas at 1 other registered adviser.

Firms and roles

  • Advocacy Financial LLCInvestment Adviser Representative/member LLCWealth manager · Covington, LA · $103M in regulatory assets
  • Innealta CapitalMember TO the RegistrantAsset manager · United States · $222M in regulatory assets

AtlasMembers

Nicholas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nicholas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.