Clean Yield Asset Management

Public-record details

Address

16 Beaver Meadow Rd., Norwich, VT 05055

Phone

(802) 526-2525

Listed under

Flat / fixed fees, % of assets managed

Legal name

Clean Yield Group INC

CRD number

104826

Registration

SEC registered since 1986-11-13

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees; Other (Consulting Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Educational seminars/workshops

Regulatory assets under management

$571.2 million

Accounts managed

667

Clients reported (Form ADV 5.D)

257

Individual / high-net-worth clients

91 / 155

Employees

9

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-03

SEC registered investment adviser, CRD 104826, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 104826 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.