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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 489 | 476 | decreased by13 |
| Mar 1, 2026 | Employees | 5 | 6 | increased by1 |
| Mar 1, 2026 | Clients | 494 | 489 | decreased by5 |
| Mar 1, 2026 | AUM | $364,743,642 | $359,326,254 | decreased by$5,417,388 |
| Mar 1, 2026 | Accounts | 951 | 1,000 | increased by49 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DAVID YVARS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DAVID YVARS” 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.