← Directory
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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 241 | 257 | increased by16 |
| Apr 1, 2026 | AUM | $538,765,642 | $571,222,836 | increased by$32,457,194 |
| Apr 1, 2026 | Accounts | 645 | 667 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $517,840,197 | $538,765,642 | increased by$20,925,445 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 582 | 645 | increased by63 |
| Mar 1, 2022 | Clients | 218 | 241 | increased by23 |
| Mar 1, 2022 | AUM | $453,253,189 | $517,840,197 | increased by$64,587,008 |
| Mar 1, 2022 | Accounts | 524 | 582 | increased by58 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLEAN YIELD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLEAN YIELD” may also match similarly-named firms). Confirm identity against each filing.
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.