|
⚲
|
| Keyboard |
| Yon Drake & Associates Inc
✚
|
|
|---|---|
| CRD # | 111491 |
| SEC # | 801-49757 |
| CIK # | |
| AUM | 304.7 M (2026-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 803256121229 |
| Address | 1225 Pickens Street Columbia, SC 29201 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 285.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 19.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 304.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 6 | 304.7 |
| Total | 6 | 304.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 304.7 | |
| Total | 6 | 304.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Chronometer Partners LP
✚
|
PA | 308.4 M |
|
Carriage Services Investment Advisors Inc
✚
|
TX | 308.2 M |
|
Grove Mountain Partners LLC
✚
|
GA | 307.7 M |
|
Oxford Square Management LLC
✚
|
CT | 306.7 M |
|
Bexil Advisers LLC
✚
|
NH | 306.6 M |
|
Tavira Financial Limited
✚
|
305.9 M | |
|
Sound Capital Solutions LLC
✚
|
305.7 M | |
|
Paradigm Funds Advisor LLC
✚
|
NY | 305.1 M |
|
EMC Capital Advisors LLC
✚
|
IL | 304.7 M |
|
Dominari IM LLC
✚
|
NY | 302.4 M |