The Yanker Group provides financial planning and portfolio management for individuals and small businesses.
The Yanker Group reports 479 clients. They include 263 individual clients, 209 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 100.0% ($296M across 732 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $296M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 15% |
| High-net-worth individuals | 44% | 83% |
| Pension and profit-sharing plans | <1% | 1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 263 | $45.8M | 15.5% | $174K |
| High-net-worth individuals | 209 | $246M | 82.9% | $1.18M |
| Pension and profit-sharing plans | Fewer than 5 | $2.98M | 1.0% | $1.49M |
| Corporations and other businesses | 5 | $1.82M | 0.6% | $363K |
| Total | 479 | $296M | 100% | — |
- Clients
- 263
- Regulatory AUM
- $45.8M
- AUM share
- 15.5%
- Avg. per client
- $174K
- Clients
- 209
- Regulatory AUM
- $246M
- AUM share
- 82.9%
- Avg. per client
- $1.18M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.98M
- AUM share
- 1.0%
- Avg. per client
- $1.49M
- Clients
- 5
- Regulatory AUM
- $1.82M
- AUM share
- 0.6%
- Avg. per client
- $363K
Total
- Clients
- 479
- Regulatory AUM
- $296M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
The Yanker Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning fees are generally fixed from an estimated number of hours, from $200 to $15,000, or hourly at $200 to $400; 50% is due up front.
- Hourly Consulting
- Hourly consulting is billed at $200 to $400 an hour, or as a fixed fee generally between $200 and $15,000.
Scott Yanker owns 75% or more of The Yanker Group. The leadership team of The Yanker Group includes President Scott Yanker and Chief Compliance Officer Carol Yanker. It has 4 employees, 3 of them in advisory roles.
Leadership
- Scott YankerPresident
- Carol YankerChief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Joseph Peter Farhatt
- Carlye Yanker Knight
- Sampson James Norton
- Stephen Daniel Tichacek
- Scott William Yanker
Staff
- 4 employees
- 3 in advisory functions
- 2 state-registered reps
- 3 broker-dealer reps
- 2 insurance agents
- 2 soliciting firms
- Owns 75% or more of The Yanker Group, Inc.
Scott Yanker
Control person · since August 2015
The Yanker Group’s regulatory assets grew 2.0× from $147M (March 2021) to $296M (March 2026); clients rose from 239 to 479 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $296M | 479 | 4 | 1 |
| March 2025 | $265M | 652 | 4 | 1 |
| March 2024 | $219M | 377 | 4 | 1 |
| March 2023 | $176M | 368 | 4 | 1 |
| March 2022 | $162M | 337 | 4 | 1 |
| March 2021 | $147M | 239 | 3 | 1 |
Besides its headquarters, The Yanker Group has 0 offices, with 1 listed address in Missouri.
Missouri · 1 listed address
- 13611 Barrett Office DR., Ste. 100, ManchesterHQ
Contact and registration details
- Legal name
- The Yanker Group, Inc.
- Headquarters
- 13611 Barrett Office DR., Ste. 100, Manchester, MO 63021
- Website
- Not reported
- Phone
- 314-962-5600
- SEC file
- 801-118402
- Structure
- Missouri corporation
- Fiscal year end
- December
The Yanker Group uses LPL Financial ($296M) as custodian for its separately managed accounts. The Yanker Group does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $296M100%
At year end, The Yanker Group’s separately managed accounts were mostly in funds (69%) and stocks (15%).
What the accounts hold
- Stocks15%
- Funds69%
- Registered funds68%
- Pooled vehicles1%
- Bonds13%
- High-yield corporate bonds10%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash2%
- Other4%
- Structured notes4%
How many clients does The Yanker Group have?
The Yanker Group has 479 clients and manages $296 million for them, as of March 2026. They include 263 individual clients, 209 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026
What services does The Yanker Group offer?
The Yanker Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does The Yanker Group use?
The Yanker Group’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $296M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026
How many financial advisors does The Yanker Group have?
The Yanker Group has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Yanker Group invest in?
At the end of its last fiscal year, The Yanker Group’s separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 10% high-yield corporate bonds, 4% other, 2% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). The 4% other category is described as: Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Yanker Group?
The Yanker Group’s direct owner is Scott Yanker (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 March 2026
How does The Yanker Group get paid?
The Yanker Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact The Yanker Group?
The Yanker Group’s main office is at 13611 Barrett Office DR., Ste. 100, Manchester, MO 63021. Its phone number is 314-962-5600.