A
A Yeo Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
A Yeo Capital Management LLC is a newly registered, small investment manager that offers discretionary asset management for custodial accounts and advisory services to employer-sponsored retirement plans, corporations, charities, and high-net-worth individuals. The firm also provides standalone financial planning and consulting services and states that asset-based advisory fees are its primary compensation method for managed accounts.
The firm combines fundamental security analysis and modern portfolio theory in constructing portfolios across equities, fixed income, mutual funds, ETFs, REITs, options, and certain alternative strategies, and it manages accounts consistent with client risk profiles and written investment guidelines. For retirement-plan clients AYCM offers ERISA-focused consulting — including investment policy statement development, performance monitoring, and QDIA guidance — and provides periodic written reports and discretionary participant advice where engaged.
Notable for a firm of its size, AYCM explicitly offers pension consulting and plan-support services such as RFP assistance and help selecting recordkeepers or administrative providers, and it conducts educational meetings and training for plan committees and participants. The brochure also discloses that the firm charges hourly fees for financial planning engagements in addition to asset-based fees, has no assets under management as of its registration, and does not recommend or select third-party investment advisers for clients.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
$1,000,000 - $25,000,000: Higher of 0.50% or $10,000 annually $25,000,001+: 0.40% annually
$500 for first hour, $400 per hour for each subsequent hour
Account minimum: $1,000,000 Minimum fee: Higher of 0.50% or $10,000 annually for $1,000,000-$25,000,000 assets
Main office location
A Yeo Capital Management LLC
10748 Ranch Road
Culver City CA 90230, United States
Number of offices
1
Most active in
A Yeo Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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