YUNISTONE INVESTMENT GROUP, LLC

RIASEC RegisteredEst. 2025
Total AUM
$120M
Discretionary
$83.3M
70% of AUM
Avg account
$1.8M
Accounts
66
Employees
1
Advisory reps
1

Firm details

Headquarters
CHICAGO, Illinois
CRD number
149728
Registered since
August 20, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI99.78%
  • Individuals0.22%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Exchange Traded Equities 8%, US Government Bonds 1%, Cash & Cash Equivalents 1%90%
  • Public Funds/Mutual Funds90%
  • Exchange Traded Equities8%
  • US Government Bonds1%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • KEVIN YU

    Founder and PrincipalCRD 5105717

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
125 S Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth