C
$30.4M Total AUM
$30.4M Disc. AUM
-- 3Y CAGR
2 Employees
32 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-21-2022
- Office Locations
- 1
Office Locations
1255 Crescent Green Suite 200 Cary NC
About Cary Financial Planning, LLC
Cary Financial Planning, LLC is a Cary-based RIA. The firm has been operating for 3 years. Managing $30.4M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
36 AVG AGE
$15.2M AVG AUM / ADVISOR
$949.8K AVG AUM / CLIENT
3.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Paul Anthony Yokabitus
Chief Executive Officer, Founder
- CRD
- #7517644
- Ownership
- 75% or more
Available
Available
Available
MICHAEL CHRISTIAN BLANDIN HONEA
Chief Compliance Officer, Financial Advisor, General Partner, LEAD ADVISOR
- CRD
- #6444865
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,394,644 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,394,644 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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