YEOMANS CONSULTING GROUP, INC.
Legal name: YOUR RETIREMENT COACH
CRD #125573 SEC #801-96287 MARIETTA, GA 770.427.5227
SEC Registered
Total AUM
$377.1M
Discretionary
$375.5M
Employees
15
Clients
25
Accounts
1,460
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $377.1M | $375.5M | $1.6M | 15 | 0 |
| Feb 2025 | $377.1M | $375.5M | $1.6M | 16 | 0 |
| Apr 2024 | $324M | $314.4M | $9.7M | 16 | 1 |
| Mar 2024 | $324M | $314.4M | $9.7M | 15 | 1 |
| Mar 2024 | $324M | $314.4M | $9.7M | 14 | 1 |
| Aug 2023 | $287.4M | $264.6M | $22.9M | 4 | 1 |
| Feb 2023 | $287.4M | $264.6M | $22.9M | 5 | 1 |
| Dec 2022 | $317M | $244.3M | $72.8M | 6 | 1 |
| Nov 2022 | $317M | $244.3M | $72.8M | 6 | 1 |
| Sep 2022 | $317M | $244.3M | $72.8M | 6 | 1 |
| Mar 2022 | $317M | $244.3M | $72.8M | 6 | 1 |
| Mar 2021 | $275.2M | $205.5M | $69.6M | 6 | 1 |
| Jun 2020 | $215.5M | $183.5M | $32M | 6 | 1 |
| Mar 2020 | $215.5M | $183.5M | $32M | 6 | 1 |
| Mar 2019 | $183.1M | $151.9M | $31.2M | 6 | 1 |
| Dec 2018 | $171.9M | $143.7M | $28.3M | 5 | 1 |
| Mar 2018 | $171.9M | $143.7M | $28.3M | 5 | 1 |
| May 2017 | $150.2M | $121.8M | $28.4M | 11 | 482 |
| Mar 2017 | $150.2M | $121.8M | $28.4M | 11 | 482 |
| Nov 2016 | $128.1M | $107.4M | $20.7M | 11 | 300 |
| Mar 2016 | $128.1M | $107.4M | $20.7M | 11 | 300 |
| Dec 2015 | $141M | $136.9M | $4.1M | 8 | 300 |
| Jun 2015 | $141M | $136.9M | $4.1M | 8 | 300 |
| May 2015 | $141M | $136.9M | $4.1M | 8 | 300 |
| Jun 2012 | $67.9M | $67.9M | $0 | 1 | 300 |
| Apr 2012 | $67.9M | $67.9M | $0 | 1 | 300 |
| Mar 2012 | $67.9M | $67.9M | $0 | 1 | 300 |
| Mar 2011 | $64.2M | $64.2M | $0 | 5 | -- |
| Jun 2010 | $53.1M | $53.1M | $0 | 5 | -- |
| May 2010 | $53.1M | $53.1M | $0 | 5 | -- |
DateMay 2025
Total AUM$377.1M
Discretionary$375.5M
Non-Disc.$1.6M
Employees15
Clients0
DateFeb 2025
Total AUM$377.1M
Discretionary$375.5M
Non-Disc.$1.6M
Employees16
Clients0
DateApr 2024
Total AUM$324M
Discretionary$314.4M
Non-Disc.$9.7M
Employees16
Clients1
DateMar 2024
Total AUM$324M
Discretionary$314.4M
Non-Disc.$9.7M
Employees15
Clients1
DateMar 2024
Total AUM$324M
Discretionary$314.4M
Non-Disc.$9.7M
Employees14
Clients1
DateAug 2023
Total AUM$287.4M
Discretionary$264.6M
Non-Disc.$22.9M
Employees4
Clients1
DateFeb 2023
Total AUM$287.4M
Discretionary$264.6M
Non-Disc.$22.9M
Employees5
Clients1
DateDec 2022
Total AUM$317M
Discretionary$244.3M
Non-Disc.$72.8M
Employees6
Clients1
DateNov 2022
Total AUM$317M
Discretionary$244.3M
Non-Disc.$72.8M
Employees6
Clients1
DateSep 2022
Total AUM$317M
Discretionary$244.3M
Non-Disc.$72.8M
Employees6
Clients1
DateMar 2022
Total AUM$317M
Discretionary$244.3M
Non-Disc.$72.8M
Employees6
Clients1
DateMar 2021
Total AUM$275.2M
Discretionary$205.5M
Non-Disc.$69.6M
Employees6
Clients1
DateJun 2020
Total AUM$215.5M
Discretionary$183.5M
Non-Disc.$32M
Employees6
Clients1
DateMar 2020
Total AUM$215.5M
Discretionary$183.5M
Non-Disc.$32M
Employees6
Clients1
DateMar 2019
Total AUM$183.1M
Discretionary$151.9M
Non-Disc.$31.2M
Employees6
Clients1
DateDec 2018
Total AUM$171.9M
Discretionary$143.7M
Non-Disc.$28.3M
Employees5
Clients1
DateMar 2018
Total AUM$171.9M
Discretionary$143.7M
Non-Disc.$28.3M
Employees5
Clients1
DateMay 2017
Total AUM$150.2M
Discretionary$121.8M
Non-Disc.$28.4M
Employees11
Clients482
DateMar 2017
Total AUM$150.2M
Discretionary$121.8M
Non-Disc.$28.4M
Employees11
Clients482
DateNov 2016
Total AUM$128.1M
Discretionary$107.4M
Non-Disc.$20.7M
Employees11
Clients300
DateMar 2016
Total AUM$128.1M
Discretionary$107.4M
Non-Disc.$20.7M
Employees11
Clients300
DateDec 2015
Total AUM$141M
Discretionary$136.9M
Non-Disc.$4.1M
Employees8
Clients300
DateJun 2015
Total AUM$141M
Discretionary$136.9M
Non-Disc.$4.1M
Employees8
Clients300
DateMay 2015
Total AUM$141M
Discretionary$136.9M
Non-Disc.$4.1M
Employees8
Clients300
DateJun 2012
Total AUM$67.9M
Discretionary$67.9M
Non-Disc.$0
Employees1
Clients300
DateApr 2012
Total AUM$67.9M
Discretionary$67.9M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$67.9M
Discretionary$67.9M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$64.2M
Discretionary$64.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$53.1M
Discretionary$53.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$53.1M
Discretionary$53.1M
Non-Disc.$0
Employees5
Clients--