Yarborough Asset Management Strategies

Overview

Yarborough Asset Management Strategies is a small, owner-operated independent registered investment adviser structured as a limited liability company. The firm focuses on serving individual and family clients, with advisory services centered on financial planning, portfolio management for individuals and small businesses, and client education through seminars or workshops. Its stated fee options include a mix of percentage-of-AUM, hourly charges, fixed fees and other arrangements, which aligns with a client-facing, advice-first practice rather than a large institutional allocator. Investment activity shows a clear preference for publicly traded equities and exchange-traded products as the core of client portfolios. The firm is not an active ESG investor and does not present itself as a multi-state adviser or a pension consultant. Given the small scale of its asset base and client roster, the investment approach appears to be liquidity-focused, equity-centric portfolio construction combined with fee-for-service planning support.

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Public Holdings

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Location & Offices