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YANDELL INVESTMENTS, LLC

ORLANDO, FL · CRD 332642 · IAPD ↗ · 407-898-5777

$171.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — YANDELL INVESTMENTS, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — YANDELL INVESTMENTS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — YANDELL INVESTMENTS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
January 2025 — YANDELL INVESTMENTS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
65
December 2024 — YANDELL INVESTMENTS, LLC now reports custody of client assets ($35.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
October 2024 — YANDELL INVESTMENTS, LLC (ORLANDO, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.