Yandell Investments, LLC

RIASEC RegisteredEst. 2024

Total AUM

$171M

Discretionary

$171M

100% of AUM

Avg account

$507K

Accounts

337

Employees

Advisory reps

Firm details

Headquarters: Orlando, Florida
CRD number: 332642
Registered since: September 19, 2024
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI50.64%
Individuals21.17%
Charitable Organizations20.55%
Corporations / Businesses7.64%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Yandell Investments, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm registered with the SEC in 2024 and positions itself as a capital allocator serving primarily individual and family clients. Its business activities include insurance brokerage alongside advisory services. Yandell offers financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Its fee schedule is flexible, combining AUM-based fees with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.