A complete list of active advisors currently associated with Lemley Yarling Management Co

Warmer can help you find a great advisor at Lemley Yarling Management Co or one who fits your needs even better.

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.

To learn more about the advisors currently working at Lemley Yarling Management Co, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.