RIA Intel›Advisers›Texas›YIELD FINANCIAL ADVISORS, INC.

YIELD FINANCIAL ADVISORS, INC.

Advisory

MCKINNEY, TX

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in TX

#2,097

of 2,813 advisers by AUM

Average account

$398K

across 56 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$700K

Discretionary %96.9%

Total Clients54

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIA, TX

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

54 clients

8 high-net-worth

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

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