Brian
Yost

Alpine Private Capital, LLC

CRD#7256936
Investment Advisor
in Saint Louis, MO

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About this Advisor

Brian Yost is a chartered financial analyst working in Saint Louis, Missouri with a total of 3 years of industry experience. Yost works at Alpine Private Capital, LLC. Over the course of their career, they have held roles at Bank Of America Private Bank, Alpine Private Capital, LLC and Imst Distributors, LLC. Yost has a Series 63 license, which qualifies them as a securities agent, and is approved to advise clients in California, Missouri and Texas. Alpine Private Capital, LLC is a registered investment business based in Saint Louis, MO. The firm has a total of 15 financial advisors. It oversees $750 million in assets under management across its 223 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 223 customer accounts, 83% are associated with high-net-worth investors who have at least $1 million in investable assets. Alpine Private Capital, LLC performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fees billed by Alpine Private Capital, LLC most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

190 Carondelet Plaza Suite 1300
Saint Louis, MO 63105

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Alpine Private Capital, LLC Brokerage Details

Total Assets Under Management

$749,687,814

MO Average: $11,469,110,461
Total Number of Employees

15

MO Average: 458
Total Number of Accounts

223

MO Average: 33,415
Average Account Size

$3,361,829

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Brian Yost Work History

Brian has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Alpine Private Capital, LLC

2020 - Present (4 years)

Imst Distributors, LLC

2000 - 2020 (20 years)

Bank Of America Private Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Yost to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alpine Private Capital, LLC

Brian Byrne
Saint Louis, MO
Michael Stanton
Jupiter, FL
Brett Rufkahr
Saint Louis, MO
Brian Yost
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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