RIA Intel›Advisers›Indiana›YACKEE POTEMPA SMALLEY LLC

YACKEE POTEMPA SMALLEY LLC

Advisory

FORT WAYNE, IN

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account

$77K

across 6 accounts

AUM per adviser

$463K

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$463K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$463K

Discretionary AUM$454K

Non-Discretionary AUM$9K

Discretionary %98%

Total Clients5

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

The full client-type breakdown and the share of AUM each category represents.

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