A Yeo Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
Culver City CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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