{
  "crd_number": 304736,
  "slug": "yongchang-company-inc-duluth-ga-304736",
  "primary_business_name": "YONGCHANG COMPANY INC",
  "legal_name": "YONGCHANG COMPANY INC",
  "dbas": [],
  "city": "Duluth",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2019-09-26",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-05-05",
  "carried_forward": false,
  "raum_total": 10400000.0,
  "raum_discretionary": 10400000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1875847.0,
      "count": 31
    },
    "pension_profit_sharing": {
      "raum": 8524153.0,
      "count": 37
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA",
    "LA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304736",
  "city_as_filed": "DULUTH",
  "url": "https://advisorcensus.com/firm/yongchang-company-inc-duluth-ga-304736",
  "display_name": "Yongchang Company Inc",
  "summary": "Yongchang Company Inc is a state-registered investment advisory firm in Duluth, GA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.",
  "citation": "AdvisorCensus. Yongchang Company Inc (CRD 304736): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Yongchang Company Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Yongchang Company Inc reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Yongchang Company Inc located?",
      "a": "Yongchang Company Inc's principal office is in Duluth, GA, according to its Form ADV."
    },
    {
      "q": "Is Yongchang Company Inc registered with the SEC or a state?",
      "a": "Yongchang Company Inc is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304736."
    },
    {
      "q": "How much does Yongchang Company Inc manage?",
      "a": "Yongchang Company Inc reports $10,400,000 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Yongchang Company Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (37); individuals (other than high net worth individuals) (31)."
    },
    {
      "q": "Does Yongchang Company Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304736"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/yongchang-company-inc-duluth-ga-304736.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 31,
      "fewer_than_5": false,
      "raum": 1875847.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 37,
      "fewer_than_5": false,
      "raum": 8524153.0
    }
  ],
  "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/304736",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
