Lenoris Yarborough, Jr
Yarborough Asset Management Strategies · Raleigh, North Carolina
Lenoris Yarborough, Jr is a fee-only financial advisor at Yarborough Asset Management Strategies in Raleigh, North Carolina. Lenoris charges a percentage of assets and an ongoing planning fee (ongoing planning from $1,740 a year and 1.5% a year on the first tier of assets managed).
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Facts
| Firm | Yarborough Asset Management Strategies |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $1,740 a year · 1.5% a year on the first tier of assets managed |
| Assets under management | $330K across 6 accounts |
| SEC registration | Investment adviser representative in NC · CRD 4434676 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | yamsllc.com |
How Lenoris's firm compares
- Ongoing planning starts at $1,740 a year, below the North Carolina median of $4,500 for fee-only firms that publish prices.
- Yarborough Asset Management Strategies's average account is about $55,000, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Lenoris
Is Lenoris Yarborough, Jr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lenoris holds no broker registration, and Yarborough Asset Management Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lenoris charge for financial advice?
Lenoris charges a percentage of assets and an ongoing planning fee.
How much does Lenoris charge?
According to Yarborough Asset Management Strategies's website, checked October 30, 2026: ongoing planning from $1,740 a year; 1.5% a year on the first tier of assets managed.
Where is Lenoris Yarborough, Jr based?
Lenoris Yarborough, Jr is based in Raleigh, North Carolina.
Is Lenoris Yarborough, Jr registered with the SEC?
Yes. Lenoris Yarborough, Jr is registered as an investment adviser representative in NC (CRD 4434676), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Yarborough Asset Management Strategies manage?
Yarborough Asset Management Strategies reports $330K across 6 accounts in assets under management.
How do I contact Lenoris Yarborough, Jr?
Through Lenoris's website, yamsllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Yarborough Asset Management Strategies website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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