Yearwood Young Advisors LLC
● SEC registered since 2023CRD 307719SEC# 801-127793Brooklyn, NY
Reg. AUM
$87.1M
Employees
2
Accounts
65
Location
Brooklyn, NY
Yearwood Young Advisors LLC assets under management
Yearwood Young Advisors LLC is a registered investment adviser overseen by the SEC based in Brooklyn, NY. The firm has been registered since 2023. It reports $87.1 million in regulatory assets under management and employs 2 people.
Yearwood Young Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Katherine Yearwood Young Control | Founder, Cco | Over 75% | 2020 |
Frequently asked questions
How much does Yearwood Young Advisors LLC manage?
Yearwood Young Advisors LLC reports $87.1 million in regulatory assets under management on its Form ADV.
How many employees does Yearwood Young Advisors LLC have?
Yearwood Young Advisors LLC reports 2 employees.
Where is Yearwood Young Advisors LLC located?
Yearwood Young Advisors LLC is based in Brooklyn, NY and has been SEC-registered since 2023.
Does Yearwood Young Advisors LLC disclose fund performance?
Yearwood Young Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 195 Montague Street, 14th Floor, Brooklyn, NY 11201 |
| Phone | 347-338-0278 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$87.1M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$87.1Mregulatory AUM
Discretionary $87.1M