# Yandell Investments, LLC

> Yandell Investments, LLC is an SEC-registered investment advisory firm in Orlando, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 332642
- Filed as: YANDELL INVESTMENTS, LLC
- Also doing business as: YANDELL AND CO PA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332642
- AdvisorCensus page: https://advisorcensus.com/firm/yandell-investments-llc-orlando-fl-332642

## Quick answers

**How is Yandell Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Yandell Investments, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Yandell Investments, LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Hourly rate: $500 an hour (Financial Planning & Consulting Program). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Yandell Investments, LLC located?**
Yandell Investments, LLC's principal office is in Orlando, FL, according to its Form ADV.

**Is Yandell Investments, LLC registered with the SEC or a state?**
Yandell Investments, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332642.

**How much does Yandell Investments, LLC manage?**
Yandell Investments, LLC reports $170,997,923 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).

**How have Yandell Investments, LLC's assets and staff changed since 2024?**
In the Form ADV data for Yandell Investments, LLC: Regulatory assets under management: $154,205,360 in the October 2025 data and $170,997,923 in the October 2026 data, up 11%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Yandell Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75); high net worth individuals (40).

**Which custodians does Yandell Investments, LLC use?**
Yandell Investments, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Yandell Investments, LLC 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/332642

**Does Yandell Investments, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "Yandell Investments, LLCs generally requires a $25,000 account minimum which can be waived in our sole discretion."

**What changed in Yandell Investments, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $154,205,360 to $170,997,923 (+11%). Registered or notice-filed in NE.

## 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 24, 2026)

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> Yandell Investments, LLCs generally requires a $25,000 account minimum which can be waived in our sole discretion.

- Hourly rate: $500 an hour (Financial Planning & Consulting Program)

> Financial Planning & Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat or fixed fee, or an hourly rate not to exceed $500.

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services 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: $170,997,923
- Discretionary: $170,997,923
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $36,196,251 |
| High net worth individuals | 40 | $86,599,444 |
| Charitable organizations | Fewer than 5 | $35,144,232 |
| Corporations or other businesses not listed above | Fewer than 5 | $13,057,996 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 2 | September 13, 2024 |
| October 2025 | $154,205,360 | 2 | March 13, 2025 |
| October 2026 | $170,997,923 | 2 | August 25, 2026 |

Regulatory assets under management: $154,205,360 in the October 2025 data and $170,997,923 in the October 2026 data, up 11%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $154,205,360 to $170,997,923 (+11%).
- Registered or notice-filed in NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Yandell Investments, LLC (CRD 332642): Form ADV filing data as of October 2026.