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Yorktown Investment LLC (St.Louis)


Yorktown Investment LLC is a large advisory firm based in St.Louis. It manages $38.59 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Missouri.

Yorktown Investment provides portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Yorktown Investment: assets under management

The assets under management (AUM) of Yorktown Investment LLC is $38.59 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.13 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Yorktown Investment LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in St.Louis

The principal office where Yorktown Investment LLC performs its advisory services is located at 1401 S. Brentwood Blvd Suite 385, St.Louis, MO 63144, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-918-0044 or by fax 314-918-0055. The normal business hours are 9am-5pm on Monday - Friday.


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