# Yearwood Young Advisors

> 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.

- CRD: 307719
- Filed as: YEARWOOD YOUNG ADVISORS
- Legal name: Yearwood Young Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brooklyn, NY
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307719
- AdvisorCensus page: https://advisorcensus.com/firm/yearwood-young-advisors-brooklyn-ny-307719

## Quick answers

**How is Yearwood Young Advisors compensated?**
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).

**How much does Yearwood Young Advisors charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Subscription: $1,650 to $37,500 a quarter (Ongoing Comprehensive Financial Planning); Subscription: $2,250 to $45,000 a quarter (Ongoing Comprehensive Financial Planning & Investment Management). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Yearwood Young Advisors located?**
Yearwood Young Advisors' principal office is in Brooklyn, NY, according to its Form ADV.

**Is Yearwood Young Advisors registered with the SEC or a state?**
Yearwood Young Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 307719.

**How much does Yearwood Young Advisors manage?**
Yearwood Young Advisors reports $87,102,550 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Yearwood Young Advisors' assets and staff changed since 2023?**
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.

**What types of clients does Yearwood Young Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (10).

**Which custodians does Yearwood Young Advisors use?**
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.

**Does Yearwood Young Advisors report any disciplinary disclosures?**
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

**What changed in Yearwood Young Advisors' recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $76,107,545 to $87,102,550 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Subscription: $1,650 to $37,500 a quarter (Ongoing Comprehensive Financial Planning)

> Ongoing Comprehensive Financial Planning (12 month commitment) Monthly: $550 - $12,500 -or- Quarterly: $1,650 - $37,500

- Subscription: $2,250 to $45,000 a quarter (Ongoing Comprehensive Financial Planning & Investment Management)

> Ongoing Comprehensive Financial Planning & Investment Management (12 month commitment) Monthly: $750 - $15,000 -or- Quarterly: $2,250 - $45,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $87,102,550
- Discretionary: $87,102,550
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $5,928,380 |
| High net worth individuals | 14 | $80,183,526 |
| Charitable organizations | Fewer than 5 | $990,644 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- yy-advisors.com
- LinkedIn @yy-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $49,022,211 | 1 | September 19, 2023 |
| October 2024 | $66,268,166 | 2 | September 11, 2024 |
| October 2025 | $76,107,545 | 2 | March 12, 2025 |
| October 2026 | $87,102,550 | 2 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $76,107,545 to $87,102,550 (+14%).

### January 2026
- No longer registered or notice-filed in LA, NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Yearwood Young Advisors (CRD 307719): Form ADV filing data as of October 2026.