RIA Intel›Advisers›Florida›WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC

WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC

Advisory

N·TAMPA, FL

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$18.2B

1-Year AUM Growth

+19.8%

3-Year CAGR

+15.0%

Employees

9

Assets Under Management

Total AUM$18.2B

Discretionary AUM$12.4B

Non-Discretionary AUM$5.7B

Discretionary %68.4%

Total Clients28

Team

Total Employees9

Investment Advisers20

Employee Growth (1Y)+20.0%

Filing History

Total Filings on Record35

First FilingNov 5, 2001

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 35 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 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 WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC

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