CRD: 332642

Yandell Investments, LLC

Orlando, FL, 32804

(407) 898-5777

$171.0M Total AUM

$171.0M Disc. AUM

-- 3Y CAGR

2 Employees

115 ADV. Clients

1 yrs Firm Age

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Firm Details

Custodian: Fidelity/NFS · Pershing · Vanguard
Clients: Retail and Institutional
Platforms: --
Established Date: 08-01-2024
Office Locations: 1

Office Locations

626 West Yale Street Orlando FL

About Yandell Investments, LLC

Yandell Investments, LLC is a Orlando-based RIA. The firm has been operating for 1 years. Managing $171.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Pershing.

Team overview

-- AVG AGE

$171.0M AVG AUM / ADVISOR

$1.5M AVG AUM / CLIENT

1.9 yrs AVG TENURE

2 Employees

1 Advisory Reps

1 RIA Reps

1yrs Firm Age

Insights

Available

Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

CHRISTOPHER NEAL YANDELL

Managing Member

CRD: #4410817
Ownership: 75% or more

Available

Michael Anthony DeRosa

Chief Compliance Officer

CRD: #4079942
Ownership: Less than 5%

Available

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Contacts

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

11-26-2024

03-13-2025

03-24-2026

Category	Assets	AVG. Account size
Discretionary	$170,997,923	$507,412
Non-Discretionary	$0	--
Total	$170,997,923	$507,412

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Separately Managed Accounts

Total SMA Asset: Available

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Public Funds:

Available

Cash:

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Equity - Exchange:

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Asset class	Assets	Assets %
Public Funds	Available	Available
Cash	Available	Available
Equity - Exchange	Available	Available
Total	Available	Available

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Yandell Investments, LLC

Firm Details

Office Locations

About Yandell Investments, LLC

Team overview

Insights

Asset Classes

Client Personas

Investment Themes

Investment Vehicles

Services

Owner & Executives

Contacts

Assets Under Management

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