SourcingSourcing

YORKVILLE AMERICA EQUITIES, LLC

C46
CRD 336431·SEC 801-133854·MOUNTAINSIDE, NJ
AUM
$42.6M
$25M-$100M
Est. Revenue
$426K
@ 1% on AUM
Est. EBITDA
$128K
@ 30% margin
Est. Deal Value
$1.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
YORKVILLE AMERICA EQUITIES, LLC
CRD
336431
SEC file #
801-133854
EIN
—
DBA names
—

Economics

AUM
$42.6M
AUM band
$25M-$100M
AUM trajectory
—
Client mix
Investment Companies5

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
1 advisors → 2 advisors▲ +100%
Primary office
MOUNTAINSIDE NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesSelection of other advisersOther Advisory Services
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
truthsocial.com/@truthsocialfunds

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
YORKVILLE AMERICA, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
YORKVILLE AMERICA, LLC
NEAMTZ, JOHN, STEVEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TRUTHSOCIAL.COM
Rdap Domain Creation Date
2011-11-18T19:13:50Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5597
Soi Zip Pct 200k Plus
0.3352
Soi Zip Returns 200k Plus
1,180
Soi Zip Total AGI
768,057
Fdic Zip Total Deposits
3,702,631,000
Fdic Zip Branch Count
65
Fdic Zip Top Banks
Bank of America, National Association
Valley National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
U.s. Bank2
Fdic Zip Branches Raw
The Central Jersey Bank and Trust CompanyMountainside, NJ
Crestmont Federal Savings and Loan AssociationMountainside, NJ
Fdic Zip HHI
2298.73
Fdic Zip Top Bank Share Pct
32.58
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2032-11-18T19:13:50Z
Rdap Domain Last Changed
2023-10-18T00:27:15Z
Rdap Nameservers
Eve.ns.cloudflare.comRoan.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI6,069
Returns610
Stub 2
AGI12,358
Returns330
Stub 3
AGI20,784
Returns330
Soi Zip Total Business Income
25,060
Soi Zip Total Cap Gains
63,188
Soi Zip Total Dividends
31,358
Soi Zip Total Returns
3,520
Trust Company Affiliate
No

People (3)

3
JOHN STEVEN NEAMTZ
Executive Officer · 2.5%
1172402
TROY JAMES RILLO
Executive Officer · 2.5%
1726077
BARRETT OLIVER SCHULTZ
Executive Officer · 2.5%
2741114