# Yunistone Investment Group, LLC

> Yunistone Investment Group, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 149728
- Filed as: YUNISTONE INVESTMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149728
- AdvisorCensus page: https://advisorcensus.com/firm/yunistone-investment-group-llc-chicago-il-149728

## Quick answers

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

**Where is Yunistone Investment Group, LLC located?**
Yunistone Investment Group, LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is Yunistone Investment Group, LLC registered with the SEC or a state?**
Yunistone Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 149728.

**How much does Yunistone Investment Group, LLC manage?**
Yunistone Investment Group, LLC reports $119,502,522 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (70% discretionary).

**What types of clients does Yunistone Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (1).

**Which custodians does Yunistone Investment Group, LLC use?**
Yunistone Investment Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Yunistone Investment Group, 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/149728

**Does Yunistone Investment Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 10, 2026 says: "There is no minimum amount of assets under management required for investment clients, however we may charge a minimum fee for small accounts."

**What changed in Yunistone Investment Group, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $103,179,316 to $119,502,522 (+16%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

- Account minimum: None

> There is no minimum amount of assets under management required for investment clients, however we may charge a minimum fee for small accounts.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $119,502,522
- Discretionary: $83,266,794
- Non-discretionary: $36,235,728

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $257,985 |
| High net worth individuals | 13 | $119,244,537 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [yunistone.com](https://yunistone.com)

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $103,179,316 to $119,502,522 (+16%).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Yunistone Investment Group, LLC (CRD 149728): Form ADV filing data as of October 2026.