Fee-only adviser · Lemoyne, PA
Yoffe Investment Management, LLC
Yoffe Investment Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Lemoyne, Pennsylvania. On its latest Form ADV, filed February 5, 2026, it reports $175M in regulatory assets under management, 12 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 173454 · SEC file 801-80569 |
| Office | 2 Lemoyne Drive Suite 100 Lemoyne, PA 17043 |
| Phone | (717) 343-1120 |
| Website | Not listed |
| Regulatory assets under management | $175M |
| Individual clients | 2 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Lemoyne
See all 3 fee-only advisers in Lemoyne →
Nearby
- Camp Hill 3 firms
- New Cumberland 1 firm
- Harrisburg 5 firms
- Mechanicsburg 4 firms
- Hummelstown 1 firm
- Dillsburg 1 firm
- Hershey 2 firms
- Elizabethtown 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Yoffe Investment Management, LLC? Update this listing.