Lemley Yarling Management Co
RIASEC Registered
Total AUM
$12M
Discretionary
$12M
100% of AUM
Avg account
$375K
Accounts
32
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 110792
- Website
- www.lemleyletter.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Commissions
- Client types
- Individuals66.67%
- HNWI33.33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lemley Yarling Management Co. is a small corporate RIA owned by an individual and focused on serving individual and family clients. Its advisory work centers on portfolio management for individuals and small businesses, and it charges a mix of percentage-of-AUM fees and commissions. The firm reports no active ESG investing and is not positioned as a capital allocator or pension consultant. It maintains an affiliation with a broker-dealer, which aligns with its commission-based activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents30%
Contacts
1 of 1
Ralph Lemley
PresidentCRD 306406
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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