Yandell Investments provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Yandell Investments reports 115 clients. They include 75 individual clients and 40 high-net-worth individuals. Of its assets, 100.0% ($171M across 337 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 21% |
| High-net-worth individuals | 35% | 51% |
| Charitable organizations | Fewer than 5 | 21% |
| Corporations and other businesses | Fewer than 5 | 8% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 75 | $36.2M | 21.2% | $483K |
| High-net-worth individuals | 40 | $86.6M | 50.6% | $2.16M |
| Charitable organizations | Fewer than 5 | $35.1M | 20.6% | — |
| Corporations and other businesses | Fewer than 5 | $13.1M | 7.6% | — |
| Total | 115 | $171M | 100% | — |
- Clients
- 75
- Regulatory AUM
- $36.2M
- AUM share
- 21.2%
- Avg. per client
- $483K
- Clients
- 40
- Regulatory AUM
- $86.6M
- AUM share
- 50.6%
- Avg. per client
- $2.16M
- Clients
- Fewer than 5
- Regulatory AUM
- $35.1M
- AUM share
- 20.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $13.1M
- AUM share
- 7.6%
- Avg. per client
- —
Total
- Clients
- 115
- Regulatory AUM
- $171M
- 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
- 1–10
Yandell Investments 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 one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Annual fee for ongoing services, flat or fixed fee, or hourly rate not to exceed $500, negotiable; retainer not above $1,200 when services cannot be rendered within six months.
Christopher Yandell owns 75% or more of Yandell Investments. The leadership team of Yandell Investments includes Chief Compliance Officer Michael DeRosa. It has 2 employees, 1 of them in advisory roles.
Leadership
- Michael DeRosaChief Compliance Officer
- Christopher YandellManaging Member
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Yandell Investments, LLC
Christopher Yandell
Control person · since August 2024
Yandell Investments’ regulatory assets grew from $154M (March 2025) to $171M (August 2026); clients were 115 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $171M | 115 | 2 | 2 |
| March 2025 | $154M | 118 | 2 | 2 |
Besides its headquarters, Yandell Investments has 1 office (1 private residence, listed without an address), with 1 listed address in Florida.
Florida · 1 listed address
- 626 West Yale Street, OrlandoHQ
Other business names
Yandell Investments has reported 1 other business name to the SEC.
- Yandell and Co Pa
Contact and registration details
- Legal name
- Yandell Investments, LLC
- Headquarters
- 626 West Yale Street, Orlando, FL 32804
- Website
- Not reported
- Phone
- 407-898-5777
- SEC file
- 801-131115
- Structure
- Florida LLC
- Fiscal year end
- December
Yandell Investments uses Fidelity ($171M) as custodian for its separately managed accounts. Yandell Investments has custody of $40.2M in client assets for 40 clients.
- FidelityNational Financial Services LLC · Boston, MA · $171M100%
At year end, Yandell Investments’ separately managed accounts were mostly in funds (70%) and cash (17%).
What the accounts hold
- Stocks13%
- Funds70%
- Cash17%
How many clients does Yandell Investments have?
Yandell Investments has 115 clients and manages $171 million for them, as of August 2026. They include 75 individual clients and 40 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 August 2026
What services does Yandell Investments offer?
Yandell Investments provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Yandell Investments use?
Yandell Investments’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $171M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 August 2026
How many financial advisors does Yandell Investments have?
Yandell Investments has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Yandell Investments invest in?
At the end of its last fiscal year, Yandell Investments’ separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 17% cash and equivalents and 13% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Yandell Investments?
Yandell Investments’ direct owner is Christopher Yandell (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 August 2026
How does Yandell Investments get paid?
Yandell Investments 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 Yandell Investments?
Yandell Investments’ main office is at 626 West Yale Street, Orlando, FL 32804. Its phone number is 407-898-5777.