Yorktown Management and Research Co Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Forest, VA. Its latest Form ADV filing, dated March 24, 2026, reports $677M in regulatory assets under management, 9 employees, and 4 accounts.
Assets Under Management
$677M
Employees
9
Offices
--
Total Clients
<5
Primary office
FOREST, VA
106 ANNJO COURT, SUITE A, FOREST, VA, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$677Mas of March 24, 2026
Discretionary100.0%
$677M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$677M
Total Accounts4
10Y AUM Change$-339M (-33.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee0:1
10Y Employee Change-8 (-47.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.