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THE YANKER GROUP

Legal name: THE YANKER GROUP, INC.

CRD 281364File 801-118402
APPROVED
Retail clients
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$296.4M
Below cohort median (national)
Discretionary AUM
$296.4M
Clients
479
732 accounts
Employees
4
Below cohort median in MO

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Apr 9, 2020
Principal office
13611 BARRETT OFFICE DR., STE. 100, MANCHESTER, MO, 63021
Phone
(314) 962-5600

Assets & accounts

ADV Item 5F
Total regulatory AUM
$296.4M
Discretionary AUM
$296.4M
Non-discretionary AUM
$0
Discretionary accounts
732
Non-discretionary accounts
0
Total accounts
732
AUM per client
$619K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other5$1.8M
High net worth individuals209$245.7M
Pension and profit sharing plansFewer than 5$3.0M
Individuals (other than high net worth individuals)263$45.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.