Yandell Investments, LLC

RIASEC Registered

Total AUM

$171M

Discretionary

$171M

100% of AUM

Avg account

$507K

Accounts

337

Employees

Advisory reps

Firm details

Headquarters: Orlando, Florida
CRD number: 332642
Registered since: September 19, 2024
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI50.64%
Individuals21.17%
Charitable Organizations20.55%
Corporations / Businesses7.64%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Yandell Investments, LLC is an independent registered investment adviser that registered with the SEC in 2024. The firm is organized as a limited liability company with individual ownership and positions itself as a capital allocator for individual and family clients. Advisory services listed include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm also operates as an insurance broker, a capability that complements its use of annuities and insurance-related products. Yandell charges clients using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm is not an active ESG investor and is not identified as a multistate adviser. Its activities include working with third-party managers and advising on allocations across both public and alternative asset types.