# Financial Design & Research

Financial Design & Research is a RIA based in Los Angeles, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Founded:** 1980
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 319684
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319684

## About

FINANCIAL DESIGN & RESEARCH is a state-registered investment adviser. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- Public Equities

## People

- Donald Yacktman — Founder

## Questions

### Does Financial Design & Research invest in anything other than public equities?

There is no public record of the firm doing direct venture capital, private equity, or real estate investing. The investment approach visible through Yacktman Asset Management's public filings and the founder's own writings centers on publicly traded global equities, occasionally holding large cash positions when valuations are stretched. The firm is not known to participate in fund commitments to outside private-market GPs.

## Related profiles

- [Financial Counseling Associates](https://altss.com/profile/financial-counseling-associates-inc)
- [FINANCIAL EDGE](https://altss.com/profile/financial-edge)

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Last updated: 2026-07-06T01:24:16.454Z

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