Skip to the page

Data / Investment advisers / Missouri / The Yanker Group

The Yanker Group, Manchester, MO: $296 million AUM, SEC registered investment adviser

The Yanker Group is an SEC registered investment adviser with its main office in Manchester, Missouri and reports $296 million in regulatory assets under management in its Form ADV filed March 9, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Registration
SEC registered investment adviser
CRD number
281364
SEC file number
801-118402
SEC status
Approved, effective April 9, 2020
Legal name
The Yanker Group, Inc.
Main office
13611 Barrett Office Dr., Ste. 100, Manchester, MO 63021
Phone
(314) 962-5600
Website
theyankergroup.com
Regulatory AUM
$296,377,533 in the Form ADV filed March 9, 2026
Discretionary AUM
$296,377,533
Accounts
732
Employees
4, of which 3 give investment advice
Form of organization
Corporation
Paid through
a percentage of assets under management, hourly charges, fixed fees
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 9, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
High net worth individuals209$245.7 million
Individuals (other than high net worth individuals)263$45.8 million
Pension and profit sharing plans2$3 million
Corporations or other businesses5$1.8 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$296.4 millionMarch 9, 2026
December 1, 2025$265 millionMarch 30, 2025

Other advisers in Missouri

AdviserCityAUMPrivate fundsSource
Vista Finance, LLCClayton$320 million1adviserinfo.sec.gov
Cornerstone Select Advisors, LLCSt. Louis$315.3 millionNot listedadviserinfo.sec.gov
Brady Family Wealth, LLCSaint Louis$312.7 millionNot listedadviserinfo.sec.gov
Craft & Sage WealthKansas City$306.8 millionNot listedadviserinfo.sec.gov
Cauble & Harre Wealth Management, Inc.St. Louis$300.6 millionNot listedadviserinfo.sec.gov
Eagle Bluffs Wealth Management LLCColumbia$294.2 millionNot listedadviserinfo.sec.gov
Philip Vongontard, Cfa, LLCSt.Louis$288.5 millionNot listedadviserinfo.sec.gov
Moelis Asset Catalyst PartnersSt Louis$288.2 million1adviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.