Investment adviser · CRD 125573
YOUR RETIREMENT COACH
Investment adviser filing (IA)
YEOMANS CONSULTING GROUP, INC.
MARIETTA, GA, United States · Form ADV filed Jan 23, 2026
- Regulatory AUM
- $377M Form ADV · Item 5.F
- Client accounts
- 1,460 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 215 | $266,707,264 | 70.7% |
| Individuals | 351 | $107,511,593 | 28.5% |
| Charities | 33 | $1,345,457 | 0.4% |
| Retirement plans | 5 | $916,813 | 0.2% |
| Corporations & businesses | Fewer than 5 | $586,670 | 0.2% |
Filing source
Form ADV 2041284 · Jan 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
61 ATLANTA STREET SEMARIETTA, GA, 30060, United States
CRD 125573
Filing source
Form ADV 2041284 · Jan 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.