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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 Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Other | 5 | $1.8M |
| High net worth individuals | 209 | $245.7M |
| Pension and profit sharing plans | Fewer than 5 | $3.0M |
| Individuals (other than high net worth individuals) | 263 | $45.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 652 | 479 | decreased by173 |
| Apr 1, 2026 | AUM | $265,000,000 | $296,377,533 | increased by$31,377,533 |
| Apr 1, 2026 | Accounts | 852 | 732 | decreased by120 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 337 | 652 | increased by315 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $162,313,552 | $265,000,000 | increased by$102,686,448 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 476 | 852 | increased by376 |
| Apr 1, 2022 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2022 | Clients | 239 | 337 | increased by98 |
| Apr 1, 2022 | AUM | $146,614,271 | $162,313,552 | increased by$15,699,281 |
| Apr 1, 2022 | Accounts | 502 | 476 | decreased by26 |
| 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 “YANKER GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“YANKER GROUP” 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.