RIA Intel›Advisers›Montana›YELLOWSTONE INVESTMENT PLANNERS, INC.

YELLOWSTONE INVESTMENT PLANNERS, INC.

Advisory

MT

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

Average account

$500K

across 22 accounts

AUM per adviser

$11M

1 advisers

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

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$0

Non-Discretionary AUM$11M

Discretionary %0%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMT

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

22 clients

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

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Advisers of similar size in MT

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

KTE CAPITAL MANAGEMENT, LLC

$11M

OPULENCE PLANNING, LLC

$10M

$10M

HARGIS CAPITAL MANAGEMENT, INC.

$12M

BLACK CAT WEALTH LLC

$10M

ENTRUSTED WEALTH LLC

$8M

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