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YON DRAKE & ASSOCIATES INC
CRD 111491File 801-49757
APPROVED
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$304.7M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $304.7M
Clients
0
6 accounts
Employees
2
Below cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 27, 1995
- Principal office
- 1225 PICKENS STREET, COLUMBIA, SC, 29201
- Phone
- 803-256-1212, X29
- Website
- HTTP://WWW.YONDRAKE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $304.7M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $304.7M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 6
- Total accounts
- 6
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $19.0M |
| Charitable organizations | Fewer than 5 | $285.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | AUM | $281,321,319 | $304,704,711 | increased by$23,383,392 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 2 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10 | — | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $631,096,723 | $281,321,319 | decreased by$349,775,404 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 11 | 6 | decreased by5 |
| Apr 1, 2022 | Employees | 4 | 3 | decreased by1 |
| Apr 1, 2022 | Clients | 8 | 10 | increased by2 |
| Apr 1, 2022 | AUM | $1,200,227,846 | $631,096,723 | decreased by$569,131,123 |
| Apr 1, 2022 | Accounts | 17 | 11 | decreased by6 |
| 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 “YON DRAKE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“YON DRAKE” 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.