Lemley Yarling Management Co
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lemley Yarling Management Co. provides individualized portfolio management and investment advice to individuals, retirement and profit-sharing plans, trusts and charitable organizations, generally managing accounts on a discretionary basis. The firm maintains a small, long‑standing client base and is not currently accepting new clients.
The firm's investment approach emphasizes risk avoidance and market timing: it looks for quality stocks when out of favor, favors large-cap equities and ETFs when invested, and holds substantial cash or short‑term Treasury positions during periods of perceived market speculation. The firm reports having increased turnover and quicker profit‑taking since 2015 in response to heightened market volatility and computerized trading, a pattern that can have tax implications for taxable accounts.
Noteworthy for a firm of its type, it wholly owns an affiliated broker‑dealer that executes all client transactions and discloses it charges both asset‑based advisory fees and per‑transaction brokerage commissions, a structure the firm identifies as a potential conflict of interest. The firm also disclosed a material change to its Form ADV since its last annual update and focuses on serving long‑tenured clients rather than onboarding new ones.
Client services
Expertise
Fee options
1% annually, billed quarterly at 0.25% per quarter
$7.50 per transaction plus 2¢ per share or less
Account minimum: $200,000
Main office
Gays Mills WI
Advisors at this office
1
Most active in
Illinois · Kentucky · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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