WV
William A. Vogel
ADVOCACY WEALTH MANAGEMENT
ATLANTA, GA 30326-3280
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CRD#: 1870098
WV
Professional summary
William Alan Vogel, who also goes by Bill Vogel, is a registered financial advisor currently at ADVOCACY WEALTH MANAGEMENT, LLC located in Atlanta, Georgia.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. William has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Vogel
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. UNITED METHODIST HIGHER EDUCATION FOUNDATION; INVESTMENT RELATED; 60 MUSIC SQUARE EAST, NASHVILLE, TN 37203; NON-PROFIT AFFILIATED WITH THE UNITED METHODIST CHURCH TO PROVIDE SCHOLARSHIPS FOR COLLEGE STUDENTS; INVESTMENT COMMITTEE MEMBER; 2012; 3 DAYS/YEAR; ATTEND INVESTMENT COMMITTEE MEETINGS IN THE SPRING AND BOARD MEETING IN THE FALL. 2. GEORGIA UNITED METHODIST FOUNDATION; INVESTMENT RELATED; 15 TECHNOLOGY PARKWAY SOUTH, SUITE 125, PEACHTREE CORNERS, GA 30092; FOUNDATION OFFERING VARIOUS FINANCIAL SERVICES FOR 1400 UNITED METHODIST CHURCHES IN GEORGIA; CHAIR OF INVESTMENT COMMITTEE; 2005; 6 MEETINGS PER YEAR; OVERSEE INVESTMENT PORTFOLIO. 3. THE VOGEL FAMILY FOUNDATION; INVESTMENT RELATED; 2410 SPALDING DRIVE, ATLANTA, GA 30350; PRIVATE FAMILY FOUNDATION SUPPORTING EDUCATION, POVERTY ASSISTANCE, HEALTHCARE, DISASTER AID, AND OTHER COMMUNITY NON-PROFITS; PRESIDENT; 2003; MEET ON PERSONAL TIME; OVERSEE INVESTMENT PORTFOLIO. 4. EUROPEAN COFFEEHOUSES WORLDWIDE; NOT INVESTMENT RELATED; 4505 ASHFORD-DUNWOODY ROAD, DUNWOODY, GA 30346; FRANCHISE CAF� INTERMEZZO COFFEEHOUSES; 20% OWNER; 2010; MEET ON PERSONAL TIME; PROVIDE STRATEGIC ASSISTANCE. 5. Grant Park Clinic non-profit; 1340 Boulevard SE, Atlanta, Ga. 30315l Health services provided to low-income families; single location; also conducts health research studies; Board member; treasurer; 2005 start; one hour per month; 4 per year; Oversee investment portfolio which is custodied at JP Morgan. 6. Wellroot Family Services non-profit; 1967 Lakeside Parkway, Suite 400, Atlanta, GA. 30084; Adoption and family services support; Multiple locations in North Georgia; Endowment Committee member; fundraising support; 2019 start; Normally 6 hours per year; currently working on fundraising gala requiring more time: Oversee Endowment using SEI as our OCIO.
CRS (Client Relationship Summary) - RIA
Click below to view William Alan Vogel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 7, 2025 - Present
ADVOCACY WEALTH MANAGEMENT, LLC
Office #1: 3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3280RIA
CRD#: 141943
ATLANTA, GA
Past
June 30, 1994 - September 24, 2025
MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY
RIA
CRD#: 104841
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ADVOCACY WEALTH MANAGEMENT, LLC
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY | GREY INVESTMENT ADVISORS | ADVOCACY WEALTH MANAGEMENT, LLC
CRD#: 141943 / SEC#: 801-77677
RIA
Registered Investment Advisory firm - (3/1/2013 Approved)Alabama
Registered Investment Advisory firm - (3/4/2013 Terminated)Arkansas
Registered Investment Advisory firm - (12/31/2012 Terminated)Georgia
Registered Investment Advisory firm - (3/4/2013 Terminated)Louisiana
Registered Investment Advisory firm - (3/11/2013 Terminated)Mississippi
Registered Investment Advisory firm - (4/23/2013 Terminated)New York
Registered Investment Advisory firm - (12/31/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/6/2013 Terminated)South Carolina
Registered Investment Advisory firm - (3/4/2013 Terminated)South Dakota
Registered Investment Advisory firm - (3/4/2013 Terminated)Tennessee
Registered Investment Advisory firm - (4/3/2013 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)West Virginia
Registered Investment Advisory firm - (3/12/2013 Terminated)Wisconsin
Registered Investment Advisory firm - (3/1/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(7/7/2025)
Current Firm
AW
ADVOCACY WEALTH MANAGEMENT, LLC
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY | GREY INVESTMENT ADVISORS | ADVOCACY WEALTH MANAGEMENT, LLC
CRD#: 141943 / SEC#: 801-77677
RIA
Registered Investment Advisory firm - (3/1/2013 Approved)Alabama
Registered Investment Advisory firm - (3/4/2013 Terminated)Arkansas
Registered Investment Advisory firm - (12/31/2012 Terminated)Georgia
Registered Investment Advisory firm - (3/4/2013 Terminated)Louisiana
Registered Investment Advisory firm - (3/11/2013 Terminated)Mississippi
Registered Investment Advisory firm - (4/23/2013 Terminated)New York
Registered Investment Advisory firm - (12/31/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/6/2013 Terminated)South Carolina
Registered Investment Advisory firm - (3/4/2013 Terminated)South Dakota
Registered Investment Advisory firm - (3/4/2013 Terminated)Tennessee
Registered Investment Advisory firm - (4/3/2013 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)West Virginia
Registered Investment Advisory firm - (3/12/2013 Terminated)Wisconsin
Registered Investment Advisory firm - (3/1/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3280
Mailing Address
Phone number
(404) 836-7141
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,917 |
| AUM (Assets Under Management) | $ 2,084,296,352 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/18/2025 | ||
| 07/26/2024 | ||
| 10/27/2023 | ||
| 01/30/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
