YUNISTONE INVESTMENT GROUP, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 149728
- Registered since
- August 20, 2025
- Website
- yunistone.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities8%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1KEVIN YU
Founder and PrincipalCRD 5105717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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