Yunistone Investment Group, LLC

Overview

Yunistone Investment Group, LLC is a small, privately held RIA organized as an LLC and registered with the SEC in 2025. The firm is owned by an individual and focuses on fee-based wealth management for high-net-worth individuals and families, offering both percentage-of-AUM and fixed-fee arrangements. Its stated advisory activity is portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Custody