This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.72 fund_share=0.0 institutional_share=0.21 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$171MItem 5.F on the latest filing (2026-08-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$171M

Private client RAUM

$123MderivedItem 5.D individuals plus high net worth individuals

Private client share

72%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$171Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

1

Offices

1Schedule D 1.F, beyond the principal office

Accounts

337

Individual clients

75

High net worth clients

40

Custody, client assets

$40.2M

SEC number

801-131115

CRD

332642

Filings on the tape

6

First filed

Aug 15, 2024

Latest filed

Aug 25, 2026

Organised

Limited Liability Company, FL

• Occurred

  Aug 15, 2024
  First Form ADV filing

  Yandell Investments, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:594d7a0e-6633-1755-e9e5-fee1ff27ede7

First observed

Aug 15, 2024

Last observed

Aug 25, 2026 26 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.