Charles Everett Markwalter

CFA

Advocacy Wealth Management, LLC

26 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Advocacy Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

1,487 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

3455 Peachtree Rd., NE, Suite 1200, Atlanta, GA, 30326-3248

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Advocacy Wealth Management, LLC

September 2024 - Present · 1 yr 5 mos

Previous Registrations

Montag & Caldwell, an Advocacy Wealth Company

March 1999 - September 2025 · 26 yrs 6 mos

State Registrations2 states

GATX

Advisor

Exams

No exam information available for this advisor.