Clean Yield Group Inc
- Regulatory AUM
- $571M
- Discretionary
- $571M
- Clients
- 257
- Avg AUM / client
- $2.2M
- Accounts
- 667
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 91 | $37.5M | 6.57% |
| High net worth individuals | 155 | $508M | 89.0% |
| Charitable organizations | 11 | $25.3M | 4.42% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dorigen Ryan Hofmann | Vice President, Chief Compliance Officer | Dec 2006 (20y) | 25% – 50% | |
| Eric Michael Becker | Secretary | CFA | Nov 2009 (17y) | 25% – 50% |
| Elizabeth Doyle Glenshaw | President & Treasurer | Mar 2010 (16y) | 25% – 50% | |
| Elizabeth Robertson Levy Bouldin | Registered representative | CFA | Sep 2025 (1y) | |
| Kofi Tweneboa Kodua | Registered representative | Jan 2026 (1y) | ||
| Jenny Ngo Ly | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% 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) | 03/03/2026 | 941 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
- • Fixed fees
- • Other fees
- • CONSULTING FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $507M (89% of AUM) Mar 2026
- Eleutherian Trust Company $63.6M (14% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 03, 2026.
View current Form ADV (SEC/IAPD) ↗