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THE DAVID J. YVARS GROUP INC.
CRD 328901File 801-129169
APPROVED
Retail clients
Disclosure events
Filing as of Feb 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$359.3M
Below cohort median (national)
Discretionary AUM
$278.5M
Non-discretionary $80.9M
Clients
476
1,000 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 9, 2023
- Principal office
- Not reported
- Phone
- (914) 741-9700
- Website
- https://yvarsgroup.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $359.3M
- Discretionary AUM
- $278.5M
- Non-discretionary AUM
- $80.9M
- Discretionary accounts
- 840
- Non-discretionary accounts
- 160
- Total accounts
- 1,000
- AUM per client
- $755K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 141 | $263.6M |
| Individuals (other than high net worth individuals) | 335 | $38.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 489 | 476 |
| 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.