{
  "crd_number": 307719,
  "slug": "yearwood-young-advisors-brooklyn-ny-307719",
  "primary_business_name": "YEARWOOD YOUNG ADVISORS",
  "legal_name": "YEARWOOD YOUNG ADVISORS LLC",
  "dbas": [],
  "city": "Brooklyn",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-04-28",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 87102550.0,
  "raum_discretionary": 87102550.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 990644.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 5928380.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 80183526.0,
      "count": 14
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://linkedin.com/company/yy-advisors",
    "https://yy-advisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307719",
  "city_as_filed": "BROOKLYN",
  "url": "https://advisorcensus.com/firm/yearwood-young-advisors-brooklyn-ny-307719",
  "display_name": "Yearwood Young Advisors",
  "summary": "Yearwood Young Advisors is an SEC-registered investment advisory firm in Brooklyn, NY, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Yearwood Young Advisors (CRD 307719): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Yearwood Young Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Yearwood Young Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Yearwood Young Advisors located?",
      "a": "Yearwood Young Advisors' principal office is in Brooklyn, NY, according to its Form ADV."
    },
    {
      "q": "Is Yearwood Young Advisors registered with the SEC or a state?",
      "a": "Yearwood Young Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 307719."
    },
    {
      "q": "How much does Yearwood Young Advisors manage?",
      "a": "Yearwood Young Advisors reports $87,102,550 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Yearwood Young Advisors' assets and staff changed since 2023?",
      "a": "In the Form ADV data for Yearwood Young Advisors: Regulatory assets under management: $49,022,211 in the October 2023 data and $87,102,550 in the October 2026 data, up 78%. Total employees: 1 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Yearwood Young Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (10)."
    },
    {
      "q": "Which custodians does Yearwood Young Advisors use?",
      "a": "Yearwood Young Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Yearwood Young Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307719"
    },
    {
      "q": "What changed in Yearwood Young Advisors' recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $76,107,545 to $87,102,550 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 49022211.0,
      "total_employees": 1,
      "filing_date": "2023-09-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 66268166.0,
      "total_employees": 2,
      "filing_date": "2024-09-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 76107545.0,
      "total_employees": 2,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 87102550.0,
      "total_employees": 2,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $76,107,545 to $87,102,550 (+14%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in LA, NH."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/yearwood-young-advisors-brooklyn-ny-307719.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 5928380.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 14,
      "fewer_than_5": false,
      "raum": 80183526.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 990644.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307719",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}