AdvisorCensus / Financial advisors / Missouri / St. Louis / The Yanker Group
The Yanker Group is an SEC-registered investment advisory firm in Manchester, MO, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.
Quick answers
From the filingHow is The Yanker Group compensated?
On its Form ADV (Item 5.E, October 2026), The Yanker Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does The Yanker Group charge?
Its Form ADV Part 2A brochure dated March 9, 2026 states: Hourly rate: $200 to $400 an hour (Financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is The Yanker Group located?
The Yanker Group's principal office is in Manchester, MO, according to its Form ADV.
Is The Yanker Group registered with the SEC or a state?
The Yanker Group is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 281364.
How much does The Yanker Group manage?
The Yanker Group reports $296,377,533 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).
How have The Yanker Group's assets and staff changed since 2021?
In the Form ADV data for The Yanker Group: Regulatory assets under management: $146,614,271 in the October 2021 data and $296,377,533 in the October 2026 data, up 102%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does The Yanker Group serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (263); high net worth individuals (209); corporations or other businesses not listed above (5).
Which custodians does The Yanker Group use?
The Yanker Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.
Does The Yanker Group report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281364
What changed in The Yanker Group's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $265,000,000 to $296,377,533 (+12%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Hourly rate: $200 to $400 an hour (Financial planning)
The brochure's wording
The general range of fees for hourly billing is $200 to $400 and fixed fees range from $200 to $15,000 depending on the particular complexities involved.
As stated in the firm's Form ADV Part 2A brochure dated March 9, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$296,377,533 as of October 2026, filing dated March 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- The Yanker Group, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $296,377,533 | 4 | March 9, 2026 |
| October 2025 | $265,000,000 | 4 | March 30, 2025 |
| October 2024 | $218,604,409 | 4 | March 2, 2024 |
| October 2023 | $176,000,000 | 4 | March 12, 2023 |
| October 2022 | $162,313,552 | 4 | August 10, 2022 |
| October 2021 | $146,614,271 | 3 | March 20, 2021 |
Regulatory assets under management: $146,614,271 in the October 2021 data and $296,377,533 in the October 2026 data, up 102%.
Total employees: 3 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $265,000,000 to $296,377,533 (+12%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. The Yanker Group (CRD 281364): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/the-yanker-group-manchester-mo-281364