YORKTOWN MANAGEMENT AND RESEARCH CO INC
C43
CRD 105083·SEC 801-23441·FOREST, VA
AUM
$677.1M
$500M-$1B
Est. Revenue
$6.8M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.18B
'21 · $1.16B
'22 · $1.16B
'23 · $1.13B
'25 · $692.4M
'26 · $677.1M
'20'26
$1.18B → $677.1M▼ -43%
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 11 advisors
'22 · 11 advisors
'23 · 9 advisors
'25 · 7 advisors
'26 · 7 advisors
'20'26
7 advisors → 7 advisors▬ 0%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.