Yon Drake & Associates Inc
SEC-registered
Endowment & Foundation Advisor · Small ($100M–$1B)
CRD 111491
· SEC file 801-49757
· Columbia, SC
· WWW.YONDRAKE.COM
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $305M
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 6
- Employees
- 2
AUM over time
$222M
$1.5B
Mar 28, 2018
Mar 30, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Charitable organizations | Fewer than 5 clients | $286M | 93.8% |
| Insurance companies | Fewer than 5 clients | $19.0M | 6.24% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Arthur Yon | Chairman And Treasurer | Jan 1984 (43y) | 50% – 75% | |
| Michael Charles Drake | President/Secretary/Chief Compliance Officer | Jan 1984 (43y) | 50% – 75% |
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) | 03/30/2026 | 854 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
Services
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗