The Yanker Group is an SEC registered investment adviser organized as a corporation with a primary office location in Manchester, MO. Its latest Form ADV filing, dated March 9, 2026, reports $296M in regulatory assets under management, 4 employees, and 732 accounts.
Assets Under Management
$296M
Employees
4
Offices
--
Total Clients
479
Primary office
MANCHESTER, MO
13611 BARRETT OFFICE DR., STE. 100, MANCHESTER, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.9% of total clients.
Top client categories% of clientsClients
1
Individuals
54.9%
263
2
HNWI
43.6%
209
3
Corporations
1.0%
5
4
Pension Plans
0.4%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$296Mas of March 9, 2026
Discretionary100.0%
$296M
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.
Total AUM$296M
Total Accounts732
10Y AUM Change+$176M (+146.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee120:1
10Y Employee Change+1 (+33.3%)
* 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.