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Privacy Policy

Effective Date: 3/10/24

Welcome to Advo(k)ate Advisors. We are committed to protecting your privacy and ensuring you have a positive experience on our website and while using our services. This Privacy Policy applies to https://advokateadvisors.com/ and governs data collection, processing, and usage. By using the website, you consent to the data practices described in this policy.

Collection of Personal Information

We collect information about you in a range of forms, including personal data. As used in this policy, “personal data” is as defined in the General Data Protection Regulation, this includes any information which, either alone or in combination with other information we possess, allows us to identify you as an individual.

We may collect personal information about you in the following ways:

  • Direct interactions: You may provide your personal data when you complete online forms, request services/products, subscribe to our services, or communicate with us.
  • Automated technologies or interactions: As you interact with our website, we may automatically collect technical data about your equipment, browsing actions, and patterns.
  • Third parties or publicly available sources: We may receive personal data about you from various third parties and public sources.

Use of Personal Information

We use your personal information to:

  • Provide and operate our services.
  • Understand and analyze how you use our website and services.
  • Communicate with you, either directly or through one of our partners, including for customer service, to provide you with updates and other information relating to the website, and for marketing and promotional purposes.
  • Send you emails.
  • Find and prevent fraud.

Sharing of Personal Information

We do not sell, rent, or lease our customer lists to third parties. We may share your personal information with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to Advo(k)ate Advisors, and they are required to maintain the confidentiality of your information.

Data Security

Advo(k)ate Advisors secures your personal information from unauthorized access, use, or disclosure. We have implemented appropriate technical and organizational security measures designed to protect the security of any personal information we process.

Your Data Protection Rights

Under data protection laws, you have rights including:

  • The right to access – You have the right to request copies of your personal data from us.
  • The right to rectification – You have the right to request that we correct any information you believe is inaccurate or incomplete.
  • The right to erasure – You have the right to request that we erase your personal data, under certain conditions.
  • The right to restrict processing – You have the right to request that we restrict the processing of your personal data, under certain conditions.
  • The right to object to processing – You have the right to object to our processing of your personal data, under certain conditions.
  • The right to data portability – You have the right to request that we transfer the data we have collected to another organization, or directly to you, under certain conditions.

Cookies and Similar Technologies

We use cookies and similar tracking technologies to track the activity on our service and we hold certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our service.

Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. We will let you know via email and/or a prominent notice on our service, prior to the change becoming effective.

Contact Information

If you have any questions or comments about this Privacy Policy, you can contact us at:

Advo(k)ate Advisors

Address

6801 Cahaba Valley Road, Suite 206
Birmingham, AL 35242

Email
andrewblankenship@advokateadvisors.com

Phone
Plan Sponsor: (659) 238.0010
Participant Call Center: (866) 608.8650

We value your privacy and are committed to protecting your personal data. Thank you for choosing Advo(k)ate Advisors.

NAPA Top DC Advisor Teams

The NAPA Top DC Advisor Teams list issued on March 18, 2025 for the 2025 year highlights retirement plan advisor firms that are in a single physical location, and have at least $100 million in DC assets under advisement.  The list is based on self-reported assets under advisement as of December 3, 2024. 433 teams were selected. No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

NAPA Top Women of Excellence- MVP

NAPA Top Women of Excellence – MVP award issued by National Association of Plan Advisors (NAPA) on October 20, 2025 for the 2025 Year was awarded to non-producing (possibly) licensed relationship managers primarily focused on managing relationships and the retention of clients.  The financial professional applied for the recognition.  Criteria used to determine the winner(s) includes information provided on a series of quantitative and qualitative questions on their experience and practice, as well as accomplishments, contributions to the industry, state of workplace retirement plans and the ways in which they give back.  Numerous people were considered for this honor and 110 were selected in the MVP category.  No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

PLANADVISER Top Retirement Plan Advisers

The PLANADVISER Top Retirement Plan Advisers listing issued on March 21, 2025 for the 2025 year recognizes the top retirement plan advisers in the industry based on quantitative measures. Criteria to be listed requires advisers to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Numerous people were considered for this honor and 267 were selected. No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.