RIA Intel›Advisers›Texas›YORKMONT CAPITAL MANAGEMENT, LLC

YORKMONT CAPITAL MANAGEMENT, LLC

Advisory

AUSTIN, TX

Data as of Feb 25, 2026 · Source: SEC Form ADV

Rank in TX

#1,680

of 2,813 advisers by AUM

Average account

$15M

across 4 accounts

AUM per adviser

$29M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$59M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$59M

Discretionary AUM$39M

Non-Discretionary AUM$20M

Discretionary %66.1%

Total Clients1

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

1 clients

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

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