Charles Everett Markwalter
Financial advisor at Advocacy Wealth Management, LLC · Atlanta, GA
Last updated 2026-10-10
Claim your profileCharles Everett Markwalter is a financial advisor at Advocacy Wealth Management, LLC in Atlanta, GA, CRD 4548571. Licenses and exams on the registration: Series 63. First registered 1999-03-11.
Registration
- CRD number
- 4548571
- Registration status
- Active
- First registered
- 1999-03-11
- Years of experience
- 27
- States registered
- GA, TX
Licenses and exams
- Series 63
Designations
- Chartered Financial Analyst
Work history
- 2010-09 to Present · Montag & Caldwell, LLC · Atlanta, GA
- 2024-08 to Present · Advocacy Wealth Management, LLC · Atlanta, GA
Current employment
- Advocacy Wealth Management, LLC · Atlanta, GA
Advocacy Wealth Management, LLC
- Regulatory AUM
- $3,244,894,203
- Registered advisors
- 30
- Offices
- 10
- Clients per advisor
- 57.3 (Moderate)
- Average AUM per client
- $1.9M (Low)
- High-net-worth client ratio
- 37.7% (Moderate)
Advocacy Wealth Management, LLC: advisors, services and reported ETF investments
Reported ETF positions
Advocacy Wealth Management reports 64 ETF positions worth $2.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $507.6M |
| EMXC — iShares MSCI Emerging Markets ex China ETF | $133M |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $114.3M |
| IVW — iShares S&P 500 Growth ETF | $111M |
| PYLD — PIMCO Multisector Bond Active Exchange-Traded Fund | $107.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Advocacy Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $100.5M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $100.5M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $69.1M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $59.4M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Advocacy Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Trust Company
- Accountant or Accounting Firm
- Insurance Company or Agency
Location
3455 Peachtree Road NE, Atlanta, GA 30326-3433
18 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 404.836.7146
- Website: advocacywealth.com
Official record
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