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| Roehl & YI Investment Advisors LLC
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| CRD # | 109258 |
| SEC # | 801-56145 |
| CIK # | 0002097566 |
| AUM | 959.4 M (2026-03-20) |
| Employees | 16 (62% Investors, 0% Brokers) |
| Phone | 541-683-2085 |
| Address | 450 Country Club Road Eugene, OR 97401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.0 | ||
| iShares Comex Gold Trust | 11.3 | ||
| Microsoft Corp | 5.4 | ||
| Ecolab Inc | 5.4 | ||
| Adobe Systems Inc | 4.8 | ||
| Nvidia Corp | 4.7 | ||
| United Technologies Corp /DE/ | 4.2 | ||
| McDonalds Corp | 4.2 | ||
| Automatic Data Processing Inc | 3.8 | ||
| Johnson & Johnson | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 121.9 |
| (b) Individuals (high net worth individuals) | 175 | 772.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 9.5 |
| (h) Charitable organizations | 8 | 16.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 38.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,683 | 959.4 |
| By Discretionary | ||
| Discretionary | 1,677 | 953.2 |
| Non-Discretionary | 6 | 6.1 |
| Total | 1,683 | 959.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 959.4 | |
| Total | 1,683 | 959.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002097566] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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