The David J. Yvars Group Inc.

RIASEC Registered
Total AUM
$359M
Discretionary
$278M
77% of AUM
Avg account
$359K
Accounts
1,000
Employees
6
Advisory reps
4

Firm details

Headquarters
,
CRD number
328901
Registered since
October 9, 2023
Website
yvarsgroup.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI73.37%
  • Other15.92%
  • Individuals10.71%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

The David J. Yvars Group Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (registered in 2023) and serves primarily individual and family clients on a fee-for-assets basis. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not position itself as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 59%, Exchange Traded Equities 26%, Cash & Cash Equivalents 6%, US Government Bonds 3%, State & Local Bonds 2%, Investment Grade Corp Bonds 2%, Non-Investment Grade Corp Bonds 2%59%
  • Public Funds/Mutual Funds59%
  • Exchange Traded Equities26%
  • Cash & Cash Equivalents6%
  • US Government Bonds3%
  • State & Local Bonds2%

Owners & executives

1 of 1
  • David Yvars

    David Yvars

    Chief Financial OfficerCRD 5387045

Contacts

3 of 3
  • David Yvars

    David Yvars

    Senior Portfolio ManagerCRD 1046676

  • Mary Jo Collabolletta

    Mary Jo Collabolletta

    Director of Retirement Plan ServicesCRD 2767235

  • Joseph Lee

    Joseph Lee

    Vice President, Financial AdvisorCRD 4469540

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 36

Active vs passive

$144M in ETFs

Passive

100%

$144M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$45.5M59,44131.57%
Unlock additional holdings →

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Clearwave Capital

RIA

Upland, CA

AUM $359MTEAM 3REPS 3

Washington Park Capital Management, LLC

RIA

Portland, OR

AUM $359MTEAM 3REPS 4

Novak & Powell Financial Services, Inc.

RIA

St Petersburg, FL

AUM $359MTEAM 7REPS 8

Seros Wealth Partners

RIA

Gilbert, AZ

AUM $359MTEAM 10REPS 8

Lynk Capital Management Company, LLC

RIA

Jacksonville, FL

AUM $360MTEAM 6REPS 4

Kessler Investment Group, LLC

RIA

Columbus, IN

AUM $360MTEAM 8REPS 3

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth