Yon Drake & Associates Inc
● SEC registered since 1995CRD 111491SEC# 801-49757Columbia, SC
Reg. AUM
$304.7M
Employees
2
Accounts
6
Location
Columbia, SC
Yon Drake & Associates Inc assets under management
Yon Drake & Associates Inc is a registered investment adviser overseen by the SEC based in Columbia, SC. The firm has been registered since 1995. It reports $304.7 million in regulatory assets under management and employs 2 people.
Yon Drake & Associates Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Arthur Yon Control | Chairman And Treasurer | 50-75% | 1984 |
| Michael Charles Drake Control | President/Secretary/Chief Compliance Officer | 50-75% | 1984 |
Frequently asked questions
How much does Yon Drake & Associates Inc manage?
Yon Drake & Associates Inc reports $304.7 million in regulatory assets under management on its Form ADV.
How many employees does Yon Drake & Associates Inc have?
Yon Drake & Associates Inc reports 2 employees.
Where is Yon Drake & Associates Inc located?
Yon Drake & Associates Inc is based in Columbia, SC and has been SEC-registered since 1995.
Does Yon Drake & Associates Inc disclose fund performance?
Yon Drake & Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1225 Pickens Street, Columbia, SC 29201 |
| Phone | 803-256-1212, X29 |
| Fax | 803-256-1202 |
| Office hours | 9:00 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$304.7M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$304.7Mregulatory AUM
Discretionary $0Non-discretionary $304.7M