Y
Yuka Corp
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
Yuka Corp provides non-discretionary portfolio advice tailored to a single high‑net‑worth individual who is a family member of the firm’s founder. The firm does not solicit external clients, does not have custody of client assets, and relies on the client to implement recommended trades through the client’s chosen broker‑dealer.
The firm follows a long‑term, fundamentals‑driven, bottom‑up equity approach limited to U.S.‑listed stocks, ETFs, and cash equivalents, emphasizing investment in businesses with durable competitive advantages, prudent leverage, and a margin of safety. Portfolio monitoring is periodic and focused on business quality and valuation; Yuka defines risk primarily as permanent impairment of capital rather than short‑term market movements.
Noteworthy features include that Yuka reported no regulatory assets under management as of September 2025 and operates entirely on a non‑discretionary, client‑directed brokerage model where it does not vote proxies for clients. Yuka is under common ownership with PeaktonAdvisors, a pre‑launch private fund adviser that currently manages proprietary capital, and the firm discloses the potential for overlap in investment ideas between the entities even though Yuka does not execute or allocate trades for outside funds.
Client services
Portfolio management
Expertise
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
2% annually
Main office location
Yuka Corp
703 Asbury St
Houston TX 77007, United States
Number of offices
1
Most active in
Yuka Corp has reported serving >5 clients in these states in the last 12 months.
Texas
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:
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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.
Forms ADV
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