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Young Capital Management Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$85,125,000
Clients
66
44% high-net worth
Advisors
1
of 1 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
66
HighAverage account size
$1,289,773
About
Young Capital Management, Inc. is an independent, single-advisor registered investment adviser that serves individual clients (including high‑net‑worth), corporate pension and profit‑sharing plans, small businesses and institutional clients. The firm offers discretionary and non‑discretionary portfolio management and incidental financial planning across equities, mutual funds, fixed income, options and other investment vehicles.
The firm emphasizes individual equities as its primary investment vehicle while also using mutual funds, ETFs and debt instruments, applying both fundamental and technical analysis. Strategies include long‑ and short‑term holdings, trading and option writing, with the adviser noting a willingness at times to concentrate positions and take added risk to pursue targeted returns; accounts are reviewed on a monthly, quarterly and annual basis.
A distinctive feature for a solo independent adviser is an affiliation with a real estate brokerage (Ironwood Realty, LLC); the firm discloses that advisors may assist clients with buying, selling, leasing or renting real estate and may receive commissions from those transactions. The brochure also discloses typical custody and soft‑dollar arrangements and the firm manages a notable level of assets for a one‑advisor practice, with explicit disclosure of potential conflicts arising from its real estate activities.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Real estate investing
Options & derivatives strategies
Fee options
Flat fees may be negotiated as part of advisory agreement but not to exceed the standard fee schedule
$0 - $1,000,000: 1.00% annually $1,000,000.01+: less than 1%, negotiable
Real estate commissions through Ironwood Realty, LLC for real estate transactions
Typically $200 per hour for special projects or consulting outside scope of asset management
Account minimum: $250,000 Fee-only: Asset management fees based on assets under management; financial planning fees are incidental and included in AUM fee; hourly consulting fee of $200/hour negotiable for special projects
Main office location
Young Capital Management Inc
16712 E. Avenue Of The Fountains
Fountain Hills AZ 85268, United States
Number of offices
1
Most active in
Young Capital Management Inc has reported serving >5 clients in these states in the last 12 months.
Arizona
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 active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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