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Sanders Yearian Advisory Group, Inc. (West Point)


Sanders Yearian Advisory Group, Inc. is an adviser based in West Point. It manages $24.32 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001.




Sanders Yearian Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sanders Yearian Advisory Group: assets under management

The assets under management (AUM) of Sanders Yearian Advisory Group, Inc. is $24.32 million. The firm's AUM has gone down by -70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15.73 million in discretionary accounts and $8.59 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.57 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.43 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sanders Yearian Advisory Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in West Point

The principal office where Sanders Yearian Advisory Group, Inc. performs its advisory services is located at 800 Third Avenue, West Point, GA 31833, which is also the mailing address of the firm. An additional office of the firm is in Duluth, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 706-645-8201 or by fax 706-645-8209. The normal business hours are 8:15 - 5:15 est on Monday - Friday.


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