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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-21-2022
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 32 clients, or 16 clients per representative. That equates to $949.8K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Cary Financial Planning, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Paul Anthony Yokabitus
Chief Executive Officer, Founder
- CRD
- #7517644
- Ownership
- 75% or more
MICHAEL CHRISTIAN BLANDIN HONEA
Chief Compliance Officer, Financial Advisor, General Partner, LEAD ADVISOR
- CRD
- #6444865
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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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
SMA allocation detail is available
Cary Financial Planning, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.