Stephen Koda
Advocate Investing Services · Woodbine, Maryland
Stephen Koda is a fee-only financial advisor at Advocate Investing Services in Woodbine, Maryland. Advocate Investing Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Advocate Investing Services |
|---|---|
| Based in | Woodbine, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $186.6M across 385 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 7439503 |
| Exams passed | Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.advocateinvesting.com |
| Profile |
How Stephen's firm compares
- Advocate Investing Services's average account is about $485,000, from its Form ADV (assets managed divided by 385 accounts).
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Questions about Stephen
Is Stephen Koda a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Advocate Investing Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Advocate Investing Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Koda based?
Stephen Koda is based in Woodbine, Maryland.
Is Stephen Koda registered with the SEC?
Yes. Stephen Koda is registered as an investment adviser representative in MD and TX (CRD 7439503), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Advocate Investing Services manage?
Advocate Investing Services reports $186.6M across 385 accounts in assets under management.
How do I contact Stephen Koda?
Through Stephen's website, www.advocateinvesting.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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