|
⚲
|
| Keyboard |
| Yeomans Consulting Group Inc
✚
|
|
|---|---|
| CRD # | 125573 |
| SEC # | 801-96287 |
| CIK # | 0002014739 |
| AUM | 377.1 M (2026-01-23) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 770-427-5227 |
| Address | 61 Atlanta Street SE Marietta, GA 30060 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (5/29/2025) [Brochure] |
|---|
Item 5 Fees and Compensation Please refer to the "Advisory Business" section in this brochure for information on our advisory fees, fee payment arrangements, and refund policies. Additional Fees and Expenses As part of our investment advisory services to you, we may invest, or recommend that you invest, in mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory services are separate and distinct from the fees and expenses charged by mutual funds or exchange traded funds (described in each fund's prospectus) to their shareholders. These fees will generally include a management fee and other fund expenses. You will also incur transaction charges and/or brokerage fees when purchasing or selling securities. These charges and fees are typically imposed by the broker-dealer or custodian through whom your account transactions are executed. We do not share in any portion of the brokerage fees/transaction charges imposed by the broker-dealer or custodian. To fully understand the total cost you will incur, you should review all the fees charged by mutual funds, exchange traded funds, our firm, and others. For information on the fees by program or advisory service, please refer to the "Advisory Business" section of this brochure. For information on our firm's brokerage practices, please refer to the "Brokerage Practices" section of this brochure. Variable annuity companies generally impose internal fees and expenses on your variable annuity investment. These fees are in addition to the fees and expenses referenced above. Complete details of such internal expenses are specified and disclosed in each variable annuity company's prospectus. Please review the Variable Annuity prospectus for full details. There are additional fees relating to IRA and Qualified Retirement Plan accounts that you may incur such as maintenance and termination fees. You will find these fees disclosed in the account application paperwork provided to you associated with these accounts. Compensation for the Sale of Securities or Other Investment Products Please be aware that you are under no obligation to purchase products or services recommended by us or members of our firm in connection with providing you with any advisory service that we offer. At our discretion, we may offset our advisory fees to the extent our associated persons earn commissions in their separate capacities as registered representatives and/or insurance agents. |
| Account Minimums and Types of Clients — Form ADV Part 2A (5/29/2025) [Brochure] |
|---|
Item 7 Types of Clients We offer investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Our account minimum will depend on the specific advisory program you choose. However, we generally require an account minimum of $500,000, which may be waived in our discretion. Each Third Party Advisory Service that we offer has their own account minimum. Their account minimums are disclosed to you through their own Form ADV and associated paperwork that will be presented to you. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 26.9 | ||
| Coca Cola Co | 4.8 | ||
| Apple Inc | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 351 | 107.5 |
| (b) Individuals (high net worth individuals) | 215 | 266.7 |
| (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 | 5 | 0.9 |
| (h) Charitable organizations | 33 | 1.3 |
| (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 | 4 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,460 | 377.1 |
| By Discretionary | ||
| Discretionary | 1,441 | 375.5 |
| Non-Discretionary | 19 | 1.6 |
| Total | 1,460 | 377.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 377.1 | |
| Total | 1,460 | 377.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002014739] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pecaut & Co
✚
|
IA | 381.8 M |
|
IMS Capital Management LLC
✚
|
OR | 380.9 M |
|
Suncoast Capital Management
✚
|
LA | 380.0 M |
|
Darden Wealth Group Inc
✚
|
MI | 379.6 M |
|
Keystone Financial Services
✚
|
CO | 379.2 M |
|
Fairhaven Financial Advisory Corporation
✚
|
MI | 377.6 M |
|
Christy Capital Management Inc
✚
|
GA | 376.3 M |
|
Abbey Street LLC
✚
|
MN | 375.4 M |
|
Oak Wealth Advisors LLC
✚
|
IL | 373.7 M |
|
Arbor Capital Management Inc
✚
|
AK | 372.5 M |