Firm profile

YON DRAKE & ASSOCIATES INC

COLUMBIA, SCCRD 111491Latest ADV March 30, 2026

Yon Drake & Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Columbia, SC. Its latest Form ADV filing, dated March 30, 2026, reports $305M in regulatory assets under management, 2 employees, and 6 accounts.

Assets Under Management
$305M
Employees
2
Offices
--
Total Clients
<5 each
Primary office
COLUMBIA, SC
1225 PICKENS STREET, COLUMBIA, SC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMichael C. Drake

Advisory services offered

3 types reported
Other advisory services
Pension consulting services
Selection of other advisers

Fee models offered

1 types reported
Asset based fees
Sources checked May 14, 2026

Client Coverage Demographics

Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$305Mas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$305M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$305M
Total Accounts6
10Y AUM Change+$305M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee
10Y Employee Change-2 (-50.0%)

* 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.