SourcingSourcing

THE YANKER GROUP, INC.

B53
CRD 281364·SEC 801-118402·MANCHESTER, MO
AUM
$296.4M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$889K
@ 30% margin
Est. Deal Value
$7.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE YANKER GROUP, INC.
CRD
281364
SEC file #
801-118402
EIN
—
DBA names
The Yanker Group

Economics

AUM
$296.4M
AUM band
$100M-$500M
AUM trajectory
'21'26
$120.4M → $296.4M▲ +146%
Client mix
Individuals Other263
Individuals High Net Worth209
Corporations5
Pension Profit Sharing Plans2

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
2 advisors → 3 advisors▲ +50%
Primary office
MANCHESTER MO
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
theyankergroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
YANKER, SCOTT, WILLIAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
YANKER, SCOTT, WILLIAM
YANKER, CAROL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
THEYANKERGROUP.COM
Rdap Domain Creation Date
2005-02-11T02:17:29Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-11T02:17:29Z
Rdap Domain Last Changed
2025-02-11T14:33:16Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1255764
Trust Company Affiliate
No

People (6)

6
YANKER, SCOTT, WILLIAM
IAR · Direct Owner · 87.5%
1255764
YANKER, CAROL
Executive Officer · 2.5%
5617961
CARLYE YANKER KNIGHT
IAR
6053957
JOSEPH PETER FARHATT
IAR
4623647
Sampson James Norton
IAR
6607073
STEPHEN DANIEL TICHACEK
IAR
1589253