RIA Intel›Advisers›Nebraska›YELLOW FINCH, LLC

YELLOW FINCH, LLC

Advisory

NE

Data as of Aug 6, 2026 · Source: SEC Form ADV

Average account

$133K

across 81 accounts

AUM per adviser

$5M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 6, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNE

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

24 clients

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

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Advisers of similar size in NE

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

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AMERICA FIRST FINANCIAL INSTITUTIONS MANAGEMENT LLC

$12M

ILS FINANCIAL, LLC

$13M

LONGVIEW INVESTMENT MANAGEMENT LLC

$8M

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