Yunistone Investment Group, LLC
SEC Registeredinvest with confidence
About the firm
Yunistone is an independently registered investment advisory firm based in Chicago, Illinois to provide unbiased and trusted investment management and consulting services to high net worth and institutional clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and consulting services
Who they serve
High net worth and institutional clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1 | $258k |
| High Net Worth Individuals | 13 | $119M |
14 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 0.80% |
| $1,000,001 - $3,000,000 | 0.70% |
| $3,000,001 - $5,000,000 | 0.60% |
| $5,000,001 - $10,000,000 | 0.50% |
| $10,000,001 - $20,000,000 | 0.40% |
| $20,000,001 - $30,000,000 | 0.30% |
| $30,000,001 - $50,000,000 | 0.20% |
| $50,000,001 - $100,000,000 | 0.10% |
| $100,000,001+ | — |
Data as of February 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Yunistone Investment Group, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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