Client Highlights
Who was the first Advocate Capital, Inc. client in 1999?
Sid Gilreath.
As of 10/20, we are sitting at $___MM in receivables!
$300MM
On a standard-priced WC line, what is the cost of the annual fee?
2% of the approved WC amount.
Can you submit a funding request on your cellphone?
Yes. The web version is condensed to a smaller device.
How many credit committee members are there?
4.
As of 10/21, what is the name of our newest client?
Brooks Law Partners
How many total accounts do the DSS currently own?
46
What is the annualized Admin/AT Fee on our standard-priced CEX lines of credit?
7.2%
When can you access AT?
24/7
What is ROA?
Return on Assets.
Here at ACI, we use it to consider gift codes, sponsorships, and other factors.
Which client has the most cases open?
Farah & Farah. Over 10K.
How many clients are currently considered special assets?
12.
What is the largest line of credit?
$55MM - Whiterite.
Can you access AT from everywhere?
No.
International routers trigger a security risk.
What is the name of the bank that will merge with Pinnacle in 2026?
Synovus.
Which client has multiple open entities?
Ketterman, Witherite, Feller & Wendt.
How many total accounts does the ECM team currently own?
508.
How much should an initial funding be?
At least $20K
Where can you see individual metrics for all accounts you own?
Associate Portal - Account Management > Portfolio
Where should we be able to find most recent procedures?
In Salesforce, by searching the procedure name.
Which client got a $951MM settlement recently?
Claggett & Sykes.
As of 10/21, what is the PNFP stock price?
$88.15.
Why do we require life insurance? And for who?
Almost always sole proprietors, but any guarantor who substantially contributes to the business.
Subject to credit committee discretion.
Where can you check for current bank account information?
Associate Portal - Account Management >Account Inquiry
One of our in-office conference rooms is named after the most tenured chairman of this business, who is it?
Dan Taussig.