← Directory
YON DRAKE & ASSOCIATES INC
CRD 111491File 801-49757
APPROVED
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.