RIA Intel›Advisers›THE DAVID J. YVARS, GROUP, INC

THE DAVID J. YVARS, GROUP, INC

Advisory

N·

Data as of Mar 28, 2023 · Source: SEC Form ADV

Total AUM

$260M

1-Year AUM Growth

-22.5%

3-Year CAGR

+2.7%

Employees

4

Assets Under Management

Total AUM$260M

Discretionary AUM$179M

Non-Discretionary AUM$82M

Discretionary %68.6%

Total Clients—

Team

Total Employees4

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record44

First FilingApr 8, 2004

Latest FilingMar 28, 2023

🔒 Full AUM trend chart and 44 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THE DAVID J. YVARS, GROUP, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.