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Yerkes Financial Advisors, Inc. (Cincinnati)


Yerkes Financial Advisors, Inc. is an adviser based in Cincinnati. It manages $48.5 million of regulatory assets for 248 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Ohio.




Yerkes Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm also engages as fee-only financial advisory, no product sales.

Yerkes Financial Advisors: assets under management

The assets under management (AUM) of Yerkes Financial Advisors, Inc. is $48.5 million. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $48.25 million in discretionary accounts and $250 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $201.88 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $27.78 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Yerkes Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cincinnati

The principal office where Yerkes Financial Advisors, Inc. performs its advisory services is located at 431 Ohio Pike North, Cincinnati, OH 45255, 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 513-528-8270 or by fax 513-528-8272. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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