# Yellow Dog Financial, Inc.

Yellow Dog Financial, Inc. is a RIA based in Boston, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** yellowdogfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/billnickles

## Regulatory record

- **CRD number:** 148307
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148307

## About

YELLOW DOG FINANCIAL, INC. is a state-registered investment adviser with $26 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- Value Investing
- Equities
- Real Estate

## People

- John A. Levin — Chairman and CEO

## Questions

### Who runs investment decisions at Yellow Dog Financial?

John A. Levin serves as Chairman and CEO. He personally directs all investment decisions for the firm's equity and real estate portfolios. Levin previously ran Value Line, where he oversaw its institutional research and asset management operations.

### How is Yellow Dog Financial related to Value Line?

John A. Levin was Chairman and CEO of Value Line, Inc., the publisher of the Value Line Investment Survey. He founded Yellow Dog Financial after stepping down from Value Line in the early 1990s. The firm shares no corporate relationship with Value Line today.

### What sectors does Yellow Dog Financial focus on?

The firm concentrates in financial services, energy, and consumer staples. Long-standing holdings include Berkshire Hathaway, Wells Fargo, and Chevron. It avoids technology and healthcare sectors due to their high valuation volatility.

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Last updated: 2026-07-06T01:24:29.251Z

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