Yhb Investment Advisors Inc
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 1,182
- Avg AUM / client
- $1.9M
- Accounts
- 3,074
- Employees
- 30
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 732 | $252M | 11.1% |
| High net worth individuals | 360 | $1.7B | 74.1% |
| Pension and profit sharing plans | 9 | $109M | 4.79% |
| Charitable organizations | 66 | $46.4M | 2.04% |
| Corporations and other businesses | 15 | $182M | 8.01% |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Roger Martel | President | Jan 1990 (37y) | 10% – 25% | |
| Mark Wilson Everette | Cco, Chairman Of The Board, & Senior Portfolio Manager | Jan 2001 (26y) | 10% – 25% | |
| Dennis Patrick Hannigan | Chief Investment Officer & Senior Portfolio Manager | CFA | Jan 2006 (21y) | 10% – 25% |
| Linda Lee Morel | Vice President & Senior Portfolio Manager | Jan 2014 (13y) | 5% – 10% | |
| Thomas Matthew Manning | Coo & Senior Portfolio Manager | Sep 2015 (11y) | 5% – 10% | |
| Anne Agonis Space | Ceo & Senior Portfolio Manager | CFA | Jul 2018 (8y) | 5% – 10% |
| Karen Ann Dootson | Registered representative | Apr 2014 (12y) | ||
| Diane Marie Daley | Registered representative | Nov 2014 (12y) | ||
| Elisheva Sharon Defeo | Registered representative | Jan 2018 (9y) | ||
| Lori Irene Coleman | Registered representative | Feb 2021 (5y) | ||
| Byron K Nilsson | Registered representative | Oct 2021 (5y) | ||
| Hillary Rabchenia Landen | Registered representative | Jan 2022 (5y) | ||
| Hilary Ann Pohley | Registered representative | Dec 2022 (4y) | ||
| Massimo Alessandro Eichner | Registered representative | Mar 2023 (3y) | ||
| Nathanial James Chandler | Registered representative | Nov 2023 (3y) | ||
| Jared Madden | Registered representative | Jun 2024 (2y) | ||
| Ryan Coursey | Registered representative | Jul 2024 (2y) | ||
| Timothy Daniel Rich | Registered representative | CFA | Jan 2025 (2y) | |
| Joseph Mitchell | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 990 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Pershing $1.2B (53% of AUM) Mar 2026
- Charles Schwab & Co. $1.1B (46% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗