Yukon Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Yukon Wealth Management provides advisory services to individuals — including both high‑net‑worth and non‑HNW clients — as well as pension, profit‑sharing and 401(k) plans. Its services include a manager‑of‑managers investment program, pension consulting (IPS preparation, investment vehicle selection, monitoring and participant education), and standalone financial planning.
The firm implements client strategies primarily by selecting and monitoring independent third‑party asset managers and by constructing asset allocations and mutual fund/ETF lineups tailored to client objectives; Yukon retains discretionary authority to hire and fire those managers for participating clients. Investment analysis employs fundamental, technical, quantitative and qualitative methods, and in limited situations for qualified clients the firm may use option strategies such as covered calls and spreads.
The brochure discloses a past regulatory matter arising from a 2005 registration filing oversight that was resolved with an administrative order and fine in 2006, which the firm reports for prospective clients’ evaluation. Yukon is notable for managing a relatively large asset base (about $467 million) with a small advisory team and for its policy of not voting client proxies, leaving those voting decisions to clients.
Client services
Expertise
Fee options
Financial Planning fees may include minimum fixed fees; specifics not provided.
$0 - $2,000,000: 1% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Financial Planning fees may be hourly; exact rates not specified.
Account minimum: $500,000 Minimum fee: $5,000 minimum fee for Pension Consulting Services Fee-only: Financial Planning fees are hourly or fixed fees, agreed upon prior to contract; fees billed quarterly in arrears based on actual hours accrued.
Main office
15050 Antioch Rd, Suite 101
Overland Park KS 66221
Advisors at this office
2
Most active in
Kansas · Louisiana · Missouri · Nebraska · Texas
Also doing business as
H&S Properties, LLC · Yukon Capital Management Inc · Yukon Wealth Management, Inc.
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.
Advisors at this firm
Catherine H
Series 65
Overland Park, KS
Yukon Wealth Management, Inc.
Catherine Hollingsworth is a financial advisor at Yukon Wealth Management, Inc. with 11 years of industry experience. She holds a Series 65 credential and also works part-time providing accounting services for a real estate developer and a home builder. Yukon Wealth Management offers discretionary portfolio management through a Manager-of-Managers program, pension and 401(k) consulting, and comprehensive financial planning for individuals and pension/profit-sharing plans. The firm focuses on selecting and monitoring independent asset managers and conducts formal quarterly reviews of client accounts.
John H
Series 63, Series 65
Overland Park, KS
Yukon Wealth Management, Inc.
John Hanahan is a financial advisor at Yukon Wealth Management, Inc. in Overland Park, KS, with 31 years of industry experience. He has been with Yukon Wealth Management, formerly Yukon Capital Management, since 1994. Outside of his advisory role, he is the managing member of Blue Valley Foundations LLC, a residential construction business. Yukon Wealth Management provides discretionary portfolio management through a Manager-of-Managers program, pension and 401(k) consulting, and comprehensive financial planning for individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm focuses on selecting and monitoring third-party asset managers and employs a mix of fundamental, technical, quantitative, and qualitative analysis.
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