DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Your Retirement Coach

Former SEC-registered adviserMarietta, GeorgiaCRD 125573SEC 801-96287website IAPD

Legal name Yeomans Consulting Group, Inc.

Latest filing Jan 23, 2026

First filing on the tape Mar 8, 2012 · 30 filings

SEC status approved since May 29, 2015

RAUM

$377M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

99%

$374M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

7 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

30 filings and snapshots on the tape

RAUM$377M as of Jan 23, 2026

Mar 8, 2012$67.9M then

HNW client RAUM$267M as of Jan 23, 2026

Mar 29, 2018$80.8M then

State-registered IARs (5.B.3)6 as of Jan 23, 2026

Mar 8, 20120 then

Employees (5.A)14 as of Jan 23, 2026

Mar 22, 201611 then

Private funds: no history

RAUM +0.0% over the last fiscal year+9.5% a year over threeIARs 8 to 6

Practice profile

derived from the filing of Jan 23, 2026; every figure names its basis

RAUM per advisor: $62.8MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 94derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $1.2MderivedHNW RAUM over HNW clients
Average account: $258,266derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.3derivedItem 5.A over advisors
Advisors per office: 6.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +0.0%derivedbetween the last two annual amendments
Advisor growth, one year: -25%derivedItem 5.B.3 between annual amendments
Client growth, one year: +0.0%derived
Compensation: percentage of assets, hourly, fixed fees, otherreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, selection of other advisers, educational seminars, otherreportedItem 5.G
Custody: $360M, 553 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$267M71%
Individuals$108M29%
Charitable organizations$1.3M0.4%
Pension and profit-sharing plans$916,8130.2%
Corporations and businesses$586,6700.2%

Individual clients: 351reported
HNW clients: 215reported
Pension plan clients: 5reported
Charitable clients: 33reported
Accounts: 1,460reported
Financial planning clients: 11-25reported
Wrap fee programs: noreported
Custody of client assets: $360M for 553 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: absent from the latest SEC rosterderived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

5 left, 0 joined in 12 months

net -5 in 12 months0 left in 90 days0 joined in 90 days6 left over 36 months

Left, latest

Randall Jay Yeomans to Merit Financial Advisors
Mar 31, 2026 · RIA to RIA
Aaron Michael Calhoun to Merit Financial Advisors
Mar 31, 2026 · RIA to RIA
Nicholas B Yeomans to Merit Financial Advisors
Mar 31, 2026 · RIA to RIA
John Robert Richter to Merit Financial Advisors
Mar 31, 2026 · RIA to RIA
Layla Rene Vanderslice to Merit Financial Advisors
Mar 31, 2026 · RIA to RIA
Roxane Sue Dimon to Elm3 Financial Group, LLC
May 29, 2025 · RIA to RIA
Seth Taylor Adams to Bluerock Wealth Management, LLC
Jun 8, 2020 · RIA to RIA
Mark Brian Fricks to Redhawk Wealth Advisors, Inc.
Sep 20, 2011 · Other
Gary Wayne Copeland to Resource Horizons Group LLC
May 24, 2005 · Other
Robert Gerald Black to Legacy Planning Advisors, LLC
May 13, 2004 · Other

Joined, latest

John Robert Richter from Charles Schwab & Co., Inc.
Feb 2, 2024 · Affiliated broker-dealer or bank to independent RIA
Seth Taylor Adams from Park Avenue Securities LLC
Apr 1, 2019 · Affiliated broker-dealer or bank to independent RIA
Roxane Sue Dimon from Mccormack Financial Planning Inc.
Mar 25, 2019 · Other

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

5 left for Merit Financial Advisors
Mar 31, 2026 · Marietta, Ga · Firm absorbed

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

B Nicholas Yeomans · President/Ccocontrol
since 12/2012 · owns 25% to 50%
Jay Randall Yeomans · Ceocontrol
since 09/1995 · owns 50% to 75%

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Marietta, Ga · principal	0	0	5

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Advisory employees · 8 to 7
May 29, 2025 to Jan 23, 2026
Employees · 15 to 14
May 29, 2025 to Jan 23, 2026
State-registered IARs · 7 to 6
May 29, 2025 to Jan 23, 2026
Advisory employees · 9 to 8
Feb 27, 2025 to May 29, 2025
Employees · 16 to 15
Feb 27, 2025 to May 29, 2025
Financial planning clients · 11-25 to 11-25
Feb 27, 2025 to May 29, 2025
State-registered IARs · 8 to 7
Feb 27, 2025 to May 29, 2025
Accounts · 1,549 to 1,460
Apr 12, 2024 to Feb 27, 2025
Charity clients · 26 to 33
Apr 12, 2024 to Feb 27, 2025
Corporate clients · 3 to 4
Apr 12, 2024 to Feb 27, 2025
HNW clients · 167 to 215
Apr 12, 2024 to Feb 27, 2025
Individual clients · 432 to 351
Apr 12, 2024 to Feb 27, 2025
Pension plan clients · 0 to 5
Apr 12, 2024 to Feb 27, 2025
Assets in custody · unset to 359504749.0
Apr 12, 2024 to Feb 27, 2025
Custody of client assets · false to true
Apr 12, 2024 to Feb 27, 2025
Discretionary RAUM · $314M to $375M
Apr 12, 2024 to Feb 27, 2025
HNW RAUM · $189M to $267M
Apr 12, 2024 to Feb 27, 2025
Individual RAUM · $123M to $108M
Apr 12, 2024 to Feb 27, 2025
Non-discretionary RAUM · $9.7M to $1.6M
Apr 12, 2024 to Feb 27, 2025
Pension RAUM · $0 to $916,813
Apr 12, 2024 to Feb 27, 2025
RAUM · $324M to $377M
Apr 12, 2024 to Feb 27, 2025
Advisory employees · 8 to 9
Mar 26, 2024 to Apr 12, 2024
Employees · 15 to 16
Mar 26, 2024 to Apr 12, 2024
State-registered IARs · 7 to 8
Mar 26, 2024 to Apr 12, 2024
Advisory employees · 7 to 8
Mar 6, 2024 to Mar 26, 2024
Employees · 14 to 15
Mar 6, 2024 to Mar 26, 2024
State-registered IARs · 6 to 7
Mar 6, 2024 to Mar 26, 2024
Accounts · 1,418 to 1,549
Aug 11, 2023 to Mar 6, 2024
Advisory employees · 4 to 7
Aug 11, 2023 to Mar 6, 2024
Advisory activities · 4 to 5
Aug 11, 2023 to Mar 6, 2024
Charity clients · 20 to 26
Aug 11, 2023 to Mar 6, 2024
HNW clients · 71 to 167
Aug 11, 2023 to Mar 6, 2024
Individual clients · 378 to 432
Aug 11, 2023 to Mar 6, 2024
Employees · 4 to 14
Aug 11, 2023 to Mar 6, 2024
Financial planning clients · 26-50 to 11-25
Aug 11, 2023 to Mar 6, 2024
State-registered IARs · 4 to 6
Aug 11, 2023 to Mar 6, 2024
Discretionary RAUM · $265M to $314M
Aug 11, 2023 to Mar 6, 2024
HNW RAUM · $152M to $189M
Aug 11, 2023 to Mar 6, 2024
Individual RAUM · $130M to $123M
Aug 11, 2023 to Mar 6, 2024
Non-discretionary RAUM · $22.9M to $9.7M
Aug 11, 2023 to Mar 6, 2024

Signals

9 dated events

Your Retirement Coach no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $377.1M)
Apr 1, 2026 · Left the SEC roster · derived
Aaron Michael Calhoun left Your Retirement Coach for Merit Financial Advisors (registered 2026-03-16)
Mar 31, 2026 · Advisor changed firm · fact
Layla Rene Vanderslice left Your Retirement Coach for Merit Financial Advisors (registered 2026-03-17)
Mar 31, 2026 · Advisor changed firm · fact
Randall Jay Yeomans left Your Retirement Coach for Merit Financial Advisors (registered 2026-03-06)
Mar 31, 2026 · Advisor changed firm · fact
John Robert Richter left Your Retirement Coach for Merit Financial Advisors (registered 2026-03-20)
Mar 31, 2026 · Advisor changed firm · fact
Nicholas B Yeomans left Your Retirement Coach for Merit Financial Advisors (registered 2026-03-06)
Mar 31, 2026 · Advisor changed firm · fact
Your Retirement Coach's advisors moved to Merit Financial Advisors (Marietta, GA): 5 of 5 registered, on the same day
Mar 31, 2026 · Firm absorbed (people side) · derived
Roxane Sue Dimon left Your Retirement Coach for Elm3 Financial Group, Llc (registered 2026-06-23)
May 29, 2025 · Advisor changed firm · fact
Yeomans Consulting Group, Inc. filed its initial SEC registration (Form ADV)
May 7, 2015 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026