YGC Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,586,069
Total clients
30
17% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
15
Average account size
$352,869
About
YGC Wealth is a small registered investment adviser formed in 2024 that serves individual clients — including high-net-worth individuals — as well as small businesses and sole proprietors. The firm provides comprehensive and limited financial planning, strategic business financial planning, and discretionary investment management, with portfolio management offered only as part of a planning engagement.
The firm’s investment approach emphasizes long-term, passive asset-allocation strategies and diversified portfolios built around client-specific Investment Policy Statements, typically implemented with mutual funds and exchange-traded funds. Accounts managed on a discretionary basis are monitored and periodically rebalanced to remain aligned with client objectives, and clients may request reasonable investment restrictions.
Noteworthy aspects include the firm’s recent start and small client roster, its explicit policy that discretionary investment management is available only in conjunction with comprehensive or business planning, and a dedicated service line for strategic business financial planning for sole proprietors and small businesses. The firm’s principal is CFP-certified and maintains outside consulting and content activities, and the brochure discloses custody practices such as direct fee debit and the use of standing letters of authorization for transfers.
Client services
Financial planning
Portfolio management
Fee options
$0 - $400,000: No fee for Discretionary Investment Management $400,000+: 0.75% annually on assets over $400,000
Limited Financial Planning Services typically $375 per hour
Minimum fee: Comprehensive Financial Planning: $6,500 minimum annual fee for individuals, $9,500 for couples; Strategic Business Financial Planning: $10,000 minimum annual fee Fee-only: Limited Financial Planning Services charged at $375 per hour, negotiable and billed hourly
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.
Main office location
YGC Wealth
Upper Marlboro MD, United States
Number of offices
1
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
Website
(240) 406-9181
Advisors at this firm
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