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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-09-2023
- Office Locations
- 1
Office Locations
About THE David J. Yvars Group Inc.
The David J. Yvars Group is a registered investment adviser delivering concierge-style private wealth management for individuals, families, and business owners. Services include portfolio management, financial planning, risk and retirement planning, IRA rollovers, and coordination with CPAs/attorneys, plus 401(k)/403(b) and cash balance plan consulting. The firm also supports trusts and estate administrations. Uses asset-allocation portfolios with ETFs, mutual funds, and fixed income; custody/platform access via Raymond James.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID JAMES YVARS
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner, Senior Portfolio Manager
- CRD
- #1046676
- Ownership
- 75% or more
DAVID JAMES YVARS JR
Chief Financial Officer, Financial Advisor
- CRD
- #5387045
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $278,469,515 | $331,511 |
| Non-Discretionary | $80,856,739 | $505,355 |
| Total | $359,326,254 | $359,326 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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