Yearwood Young Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$86,111,906
Clients
24
58% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$3,587,996
About
Yearwood Young Advisors serves individual and high‑net‑worth clients and has recently added charitable organizations to its roster; the firm provides discretionary investment management, ongoing comprehensive financial planning, and family office consulting. It manages approximately $87 million for a limited client base and delivers individualized portfolios and written financial plans.
The firm’s investment process centers on strategic asset allocation, generally favoring passive funds while selectively employing actively managed, quantitatively based strategies where appropriate, and tailoring portfolios to clients’ goals, tax considerations, and any client‑imposed restrictions. Ongoing planning engagements are structured for regular monitoring and implementation, and family office assignments involve coordination with other professional advisors on matters such as concentrated holdings, gifting, and alternative assets.
Noteworthy aspects include its offering of family office consulting that can include accepting custody of client assets and subjecting those arrangements to an annual PCAOB‑type audit, as well as a householding practice that can aggregate related clients for fee calculation. The firm also states it does not recommend outside managers, adheres to a Code of Ethics aligned with CFA standards, and receives custodial support and soft‑dollar benefits from its recommended broker‑custodian.
Client services
Financial planning
Portfolio management
Expertise
Family Business
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Account minimum: $20,000,000 Fee-only: Ongoing Comprehensive Financial Planning: $550 - $12,500 per month or $1,650 - $37,500 per quarter (12-month commitment)
Main office location
Yearwood Young Advisors
195 Montague Street, 14 Th Floor
Brooklyn NY 11201, United States
Number of offices
1
Most active in
Yearwood Young Advisors has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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