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CLEAN YIELD ASSET MANAGEMENT
Legal name: CLEAN YIELD GROUP INC
CRD 104826File 801-28225
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$571.2M
Above cohort median (national)
Discretionary AUM
$571.2M
Clients
257
667 accounts
Employees
9
Above cohort median in VT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 13, 1986
- Principal office
- 16 BEAVER MEADOW RD., NORWICH, VT, 05055
- Phone
- 802-526-2525
- Website
- HTTP://WWW.CLEANYIELD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $571.2M
- Discretionary AUM
- $571.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 667
- Non-discretionary accounts
- 0
- Total accounts
- 667
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 11 | $25.3M |
| High net worth individuals | 155 | $508.4M |
| Individuals (other than high net worth individuals) | 91 | $37.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — CONSULTING FEES
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.