Yorkmont Capital Management, LLC

Yorkmont Capital Management, LLC (CRD# 164599) is a financial advisory firm headquartered in Austin, TX. They manage $45,006,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2313 Lake Austin Blvd, Suite 202, Austin, TX 78703
http://www.yorkmontcapital.com
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $11,251,500
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Yorkmont Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Graeme Rein, financial advisor Austin TX
Graeme P. Rein
CRD#: 5188438
2313 Lake Austin Blvd, Suite 202, Austin, TX 78703

Graeme Rein (CRD# 5188438) is an Investment Advisor Representative working at Yorkmont Capital Management, LLC in Austin, TX and has over 17 years of experience in the finance industry.

2
Yann Vessely, financial advisor Austin TX
Yann P. Vessely
CRD#: 6289720
2313 Lake Austin Blvd, Suite 202, Austin, TX 78703

Yann Vessely (CRD# 6289720) is an Investment Advisor Representative working at Yorkmont Capital Management, LLC in Austin, TX and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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