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Yukon Wealth Management, Inc.

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Client assets under management

$467,386,041

Clients

91

45% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

46

Typical

Average account size

$5,136,110

About

Yukon Wealth Management provides advisory services to individuals — including both high‑net‑worth and non‑HNW clients — as well as pension, profit‑sharing and 401(k) plans. Its services include a manager‑of‑managers investment program, pension consulting (IPS preparation, investment vehicle selection, monitoring and participant education), and standalone financial planning.

The firm implements client strategies primarily by selecting and monitoring independent third‑party asset managers and by constructing asset allocations and mutual fund/ETF lineups tailored to client objectives; Yukon retains discretionary authority to hire and fire those managers for participating clients. Investment analysis employs fundamental, technical, quantitative and qualitative methods, and in limited situations for qualified clients the firm may use option strategies such as covered calls and spreads.

The brochure discloses a past regulatory matter arising from a 2005 registration filing oversight that was resolved with an administrative order and fine in 2006, which the firm reports for prospective clients’ evaluation. Yukon is notable for managing a relatively large asset base (about $467 million) with a small advisory team and for its policy of not voting client proxies, leaving those voting decisions to clients.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies

Fee options

Fixed

Financial Planning fees may include minimum fixed fees; specifics not provided.

Percentage

$0 - $2,000,000: 1% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%

Project-based

Financial Planning fees may be hourly; exact rates not specified.

Other

Account minimum: $500,000 Minimum fee: $5,000 minimum fee for Pension Consulting Services Fee-only: Financial Planning fees are hourly or fixed fees, agreed upon prior to contract; fees billed quarterly in arrears based on actual hours accrued.

Main office location

Yukon Wealth Management, Inc.

15050 Antioch Road, Suite 101

Overland Park KS 66221, United States

Number of offices

1

Most active in

More info

Kansas · Louisiana · Missouri · Nebraska · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 913-681-9200

Advisors at this firm

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user avatar

Catherine H

Series 65

Overland Park, KS

Yukon Wealth Management, Inc.

Catherine Hollingsworth is a financial advisor at Yukon Wealth Management, Inc. with 11 years of industry experience. She holds a Series 65 credential and also works part-time providing accounting services for a real estate developer and a home builder. Yukon Wealth Management offers discretionary portfolio management through a Manager-of-Managers program, pension and 401(k) consulting, and comprehensive financial planning for individuals and pension/profit-sharing plans. The firm focuses on selecting and monitoring independent asset managers and conducts formal quarterly reviews of client accounts.

Options & derivatives strategies
user avatar

John H

Series 63, Series 65

Overland Park, KS

Yukon Wealth Management, Inc.

John Hanahan is a financial advisor at Yukon Wealth Management, Inc. in Overland Park, KS, with 31 years of industry experience. He has been with Yukon Wealth Management, formerly Yukon Capital Management, since 1994. Outside of his advisory role, he is the managing member of Blue Valley Foundations LLC, a residential construction business. Yukon Wealth Management provides discretionary portfolio management through a Manager-of-Managers program, pension and 401(k) consulting, and comprehensive financial planning for individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm focuses on selecting and monitoring third-party asset managers and employs a mix of fundamental, technical, quantitative, and qualitative analysis.

Options & derivatives strategies
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