YORKTOWN MANAGEMENT AND RESEARCH CO INC
CRD #105083 SEC #801-23441 FOREST, VA 434-846-1361
SEC Registered
Total AUM
$692.4M
Discretionary
$692.4M
Employees
9
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $692.4M | $692.4M | $0 | 9 | 0 |
| Mar 2025 | $692.4M | $692.4M | $0 | 9 | 0 |
| Mar 2024 | $678.3M | $678.3M | $0 | 12 | 0 |
| Mar 2023 | $753.4M | $753.4M | $0 | 13 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 17 | 0 |
| Jan 2021 | $1.2B | $1.2B | $0 | 19 | 0 |
| Mar 2020 | $1.3B | $1.3B | $0 | 19 | 0 |
| Mar 2019 | $1.2B | $1.2B | $0 | 16 | 0 |
| Mar 2018 | $1.2B | $1.2B | $0 | 17 | 0 |
| Mar 2017 | $1B | $1B | $0 | 17 | 1 |
| Mar 2016 | $832.5M | $832.5M | $0 | 16 | 1 |
| Mar 2015 | $1B | $1B | $0 | 17 | 1 |
| Mar 2014 | $931.4M | $931.4M | $0 | 15 | 1 |
| Mar 2013 | $711.2M | $711.2M | $0 | 15 | 1 |
| Mar 2012 | $325.8M | $325.8M | $0 | 6 | 1 |
| Mar 2009 | $88.2M | $88.2M | $0 | 10 | -- |
| Mar 2008 | $166.2M | $166.2M | $0 | 10 | -- |
| Mar 2007 | $181.7M | $181.7M | $0 | 10 | -- |
| Mar 2006 | $162.9M | $162.9M | $0 | 10 | -- |
| Sep 2005 | $147.3M | $147.3M | $0 | 10 | -- |
| Mar 2002 | $107.5M | $107.5M | $0 | 10 | -- |
DateOct 2025
Total AUM$692.4M
Discretionary$692.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$692.4M
Discretionary$692.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$678.3M
Discretionary$678.3M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$753.4M
Discretionary$753.4M
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateJan 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees19
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients0
DateMar 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients1
DateMar 2016
Total AUM$832.5M
Discretionary$832.5M
Non-Disc.$0
Employees16
Clients1
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients1
DateMar 2014
Total AUM$931.4M
Discretionary$931.4M
Non-Disc.$0
Employees15
Clients1
DateMar 2013
Total AUM$711.2M
Discretionary$711.2M
Non-Disc.$0
Employees15
Clients1
DateMar 2012
Total AUM$325.8M
Discretionary$325.8M
Non-Disc.$0
Employees6
Clients1
DateMar 2009
Total AUM$88.2M
Discretionary$88.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$166.2M
Discretionary$166.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$181.7M
Discretionary$181.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$162.9M
Discretionary$162.9M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$147.3M
Discretionary$147.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees10
Clients--