# 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.

- CRD: 281364
- Filed as: THE YANKER GROUP
- Legal name: The Yanker Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Manchester, MO
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281364
- AdvisorCensus page: https://advisorcensus.com/firm/the-yanker-group-manchester-mo-281364

## Quick answers

**How 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); Flat fee: $200 to $15,000 (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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Hourly rate: $200 to $400 an hour (Financial planning)

> 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.

- Flat fee: $200 to $15,000 (Financial planning)

> Our fixed fee is generally between $200 and $15,000 but may exceed $15,000 as circumstances warrant.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $296,377,533
- Discretionary: $296,377,533
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 263 | $45,846,858 |
| High net worth individuals | 209 | $245,732,623 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,982,716 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $1,815,336 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IL, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- theyankergroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $146,614,271 | 3 | March 20, 2021 |
| October 2022 | $162,313,552 | 4 | August 10, 2022 |
| October 2023 | $176,000,000 | 4 | March 12, 2023 |
| October 2024 | $218,604,409 | 4 | March 2, 2024 |
| October 2025 | $265,000,000 | 4 | March 30, 2025 |
| October 2026 | $296,377,533 | 4 | March 9, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $265,000,000 to $296,377,533 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Yanker Group (CRD 281364): Form ADV filing data as of October 2026.