Lemley Yarling Management Co

Lemley Yarling Management Co. is a registered investment advisor established in 1986, offering investment advice and money management services. The firm, owned by Ralph J. "Bud" Lemley, focuses on individualized portfolio management services for clients seeking a complete financial relationship. Their investment strategy involves investing in stocks, exchange-traded funds, and U.S. Treasury bonds, with an emphasis on market timing and finding quality stocks. The firm aims to balance client hopes and market risk, prioritizing risk avoidance over trying to "beat the market." Clients have the flexibility to impose reasonable restrictions on their accounts. As of March 31, 2024, the firm managed $14,000,000 of client assets on a discretionary basis. The minimum initial account size is $200,000, and the firm charges an annual fee of 1% of assets under management, along with transaction fees. Lemley Yarling does not accept performance-based fees and provides investment discretion to manage client accounts. Clients retain the authority to vote proxies for securities in their accounts. The firm emphasizes transparency in fees and transactions, with monthly account reviews conducted by Bud Lemley. Additionally, the firm does not invest in mutual funds and does not receive 12b-1 fee payments. Ralph J. Lemley, the President and Chief Compliance Officer, has a Bachelor of Arts degree from Georgetown University and has been in the financial industry since 1984.