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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

YOUR RETIREMENT COACH

YEOMANS CONSULTING GROUP, INC., CRD 125573

MARIETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dcd76a93-22da-97fd-4408-2f28c27582af

Data as of Jan 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 9
On other graphs: 0
Observed: Mar 8, 2012 to Jan 23, 2026
30 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $377MItem 5.F on the latest filing (2026-01-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $375M
Private client RAUM: $374MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 14
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,460
Individual clients: 351
High net worth clients: 215
Custody, client assets: $360M
SEC number: 801-96287
CRD: 125573
Filings on the tape: 30
First filed: Mar 8, 2012
Latest filed: Jan 23, 2026
Organised: Corporation, GA

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
YEOMANS, NICHOLAS, B	PRESIDENT/CCO	C	yes	12/2012	May 7, 2015	Apr 12, 2024
YEOMANS, RANDALL, JAY	Ceo	D	yes	09/1995	Mar 8, 2012	Apr 12, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 23, 2026	$377M	$375M	14	7	0	n/a	n/a
2024	Feb 27, 2025	$377M	$375M	16	9	0	n/a	n/a
2023	Mar 6, 2024	$324M	$314M	14	7	0	n/a	n/a
2022	Feb 21, 2023	$287M	$265M	5	5	0	n/a	n/a
2021	Mar 24, 2022	$317M	$244M	6	6	0	n/a	n/a
2020	Mar 30, 2021	$275M	$206M	6	6	0	n/a	n/a
2019	Mar 19, 2020	$216M	$184M	6	6	0	n/a	n/a
2018	Mar 25, 2019	$183M	$152M	6	6	0	n/a	n/a
2017	Mar 29, 2018	$172M	$144M	5	3	0	n/a	n/a
2016	Mar 16, 2017	$150M	$122M	11	4	n/a	n/a	n/a
2015	Mar 22, 2016	$128M	$107M	11	4	n/a	n/a	n/a
2011	Mar 8, 2012	$67.9M	$67.9M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	5	-5	n/a	0	0	0	1	6

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$377M	$377M	0.0%	$287M	9.5%	14	16	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERIT FINANCIAL ADVISORS	5	Mar 31, 2026	Mar 20, 2026	MARIETTA, GA	Firm absorbed	RIA to ibd	100.0%

Relationships

Registered with (10)

← RANDALL JAY YEOMANSAdvisorregistration: previous registration
Jun 11, 2003 to Mar 31, 2026factForm ADV
← JOHN ROBERT RICHTERAdvisorregistration: previous registration
Feb 2, 2024 to Mar 31, 2026factForm ADV
← NICHOLAS B YEOMANSAdvisorregistration: previous registration
Jun 23, 2004 to Mar 31, 2026factForm ADV
← AARON MICHAEL CALHOUNAdvisorregistration: previous registration
Aug 25, 2022 to Mar 31, 2026factForm ADV
← Layla Rene VandersliceAdvisorregistration: previous registration
Apr 5, 2024 to Mar 31, 2026factForm ADV
← Roxane Sue DimonAdvisorregistration: previous registration
Mar 25, 2019 to May 29, 2025factForm ADV
← Seth Taylor AdamsAdvisorregistration: previous registration
Apr 1, 2019 to Jun 8, 2020factForm ADV
← MARK BRIAN FRICKSAdvisorregistration: previous registration
Feb 13, 2008 to Sep 20, 2011factForm ADV
← GARY WAYNE COPELANDAdvisorregistration: previous registration
Jun 27, 2003 to May 24, 2005factForm ADV
← ROBERT GERALD BLACKAdvisorregistration: previous registration
May 29, 2003 to May 13, 2004factForm ADV

Moved with (1)

→ MERIT FINANCIAL ADVISORSRegistered adviser5 advisors, firm absorbed, same day
Mar 31, 2026 to Mar 20, 2026factForm ADV

Controls (2)

← YEOMANS, RANDALL, JAYOwnerCEO, ownership code D, individual
Mar 8, 2012 to Apr 12, 2024factForm ADV
← YEOMANS, NICHOLAS, BOwnerPRESIDENT/CCO, ownership code C, individual
May 7, 2015 to Apr 12, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2026
Firm absorbed
Your Retirement Coach's advisors moved to Merit Financial Advisors (Marietta, GA): 5 of 5 registered, on the same day
Form ADVobserved 3 days ago
5 advisors
Occurred
Mar 31, 2026
Advisor changed firm
Randall Jay Yeomans left Your Retirement Coach for Merit Financial Advisors (registered 2026-03-06)
Form ADVobserved 3 days ago
Occurred
Mar 31, 2026
Advisor changed firm
Aaron Michael Calhoun left Your Retirement Coach for Merit Financial Advisors (registered 2026-03-16)
Form ADVobserved 3 days ago
Occurred
Mar 31, 2026
Advisor changed firm
Layla Rene Vanderslice left Your Retirement Coach for Merit Financial Advisors (registered 2026-03-17)
Form ADVobserved 3 days ago
Occurred
Mar 31, 2026
Advisor changed firm
John Robert Richter left Your Retirement Coach for Merit Financial Advisors (registered 2026-03-20)
Form ADVobserved 3 days ago
Occurred
Mar 31, 2026
Advisor changed firm
Nicholas B Yeomans left Your Retirement Coach for Merit Financial Advisors (registered 2026-03-06)
Form ADVobserved 3 days ago
Occurred
May 29, 2025
Advisor changed firm
Roxane Sue Dimon left Your Retirement Coach for Elm3 Financial Group, Llc (registered 2026-06-23)
Form ADVobserved 3 days ago
Occurred
May 7, 2015
First Form ADV filing
Yeomans Consulting Group, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Show 1 bookkeeping events

Occurred
Apr 1, 2026
Your Retirement Coach no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $377.1M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dcd76a93-22da-97fd-4408-2f28c27582af
First observed: Mar 8, 2012
Last observed: Jan 23, 2026 7 months 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.

YOUR RETIREMENT COACH

YEOMANS CONSULTING GROUP, INC., CRD 125573

MARIETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dcd76a93-22da-97fd-4408-2f28c27582af

Data as of Jan 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

YEOMANS, NICHOLAS, B

PRESIDENT/CCO

yes

12/2012

May 7, 2015

Apr 12, 2024

YEOMANS, RANDALL, JAY

Ceo

yes

09/1995

Mar 8, 2012

Apr 12, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 23, 2026

$377M

$375M

n/a

2024

Feb 27, 2025

$377M

$375M

n/a

2023

Mar 6, 2024

$324M

$314M

n/a

2022

Feb 21, 2023

$287M

$265M

n/a

2021

Mar 24, 2022

$317M

$244M

n/a

2020

Mar 30, 2021

$275M

$206M

n/a

2019

Mar 19, 2020

$216M

$184M

n/a

2018

Mar 25, 2019

$183M

$152M

n/a

2017

Mar 29, 2018

$172M

$144M

n/a

2016

Mar 16, 2017

$150M

$122M

n/a

2015

Mar 22, 2016

$128M

$107M

n/a

2011

Mar 8, 2012

$67.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-5

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$377M

0.0%

$287M

9.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERIT FINANCIAL ADVISORS

Mar 31, 2026

Mar 20, 2026

MARIETTA, GA

Firm absorbed

RIA to ibd

100.0%