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YELLOWSTONE CAPITAL PARTNERS

GAINESVILLE, FL · CRD 324681 · IAPD ↗ · yellowstonecp.com · +573175102771

$288.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — YELLOWSTONE CAPITAL PARTNERS reported RAUM up 40% ($206.7M -> $288.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
December 2025 — YELLOWSTONE CAPITAL PARTNERS (GAINESVILLE, FL) is newly SEC-registered with $206.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.