William Alan Vogel

Employer firm

Advocacy Wealth Management, LLC CRD 141943

$3.24B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → Present
  Montag & Caldwell, Llc
  Atlanta, GA
• 08/2024 → Present
  Advocacy Wealth Management, Llc
  Atlanta, GA

Previous Registrations

• 1994-06-30 → 2025-09-24
  Montag & Caldwell, An Advocacy Wealth Company
  Atlanta, GA

Other Businesses

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 CAFÉ 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-01-21

Designations

• Chartered Financial Analyst

Other Names

• Bill Vogel