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| Yeomans Consulting Group Inc
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| |
|---|---|
| CRD # | 125573 |
| SEC # | 801-96287 |
| CIK # | 0002014739 |
| AUM | $324.0 MM (2024-03-26) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 770-427-5227 |
| Address | 61 Atlanta Street SE Marietta, GA 30060 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 11.1 | ||
| SLV | 8.7 | ||
| KO | 269,985.6 | 2.7 | |
| HD | 277,648.0 | 2.2 | |
| AAPL | 2,382,844.0 | 2.0 | |
| MSFT | 1,918,222.4 | 1.7 | |
| SO | 75,035.5 | 1.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 432 | 122.7 |
| (b) Individuals (high net worth individuals) | 167 | 189.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 26 | 0.9 |
| (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 | 3 | 1.6 |
| (n) Other | 16 | 9.4 |
| Total | 1,549 | 324.0 |
| By Discretionary | ||
| Discretionary | 1,431 | 314.4 |
| Non-Discretionary | 118 | 9.7 |
| Total | 1,549 | 324.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 324.0 | |
| Total | 1,549 | 324.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002014739] |
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