RIA Intel›Advisers›Delaware›YANKEE ADVISERS, LLC

YANKEE ADVISERS, LLC

Advisory

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account

$1M

across 2 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

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

2 clients

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

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

FIFTH POINT ADVISORS LLC

$2M

HARMONY CAPITAL ADVISORS, LLC

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SYNERGY CAPITAL ADVISORS, LLC

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AWOYE CAPITAL, LLC

$2M

ANGELES PARTNERS LLC

$2M

INVESTAMILY, LLC

$3M

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