YEARWOOD YOUNG ADVISORS

Overview

Yearwood Young Advisors is an independent, SEC-registered registered investment advisor organized as a limited liability company that focuses on serving individual and family clients. The firm delivers financial planning and portfolio management for individuals and small businesses, operating primarily on a discretionary basis. Its fee model is flexible, combining a percentage-of-AUM fee with the ability to charge hourly and fixed fees for planning or project work. Investment posture is equity‑oriented: the firm shows a clear preference for exchange‑traded equities and ETF exposures as the foundation of client portfolios. It does not position itself as a capital allocator and does not identify as an active ESG investor. Custody and execution are centralized through a single primary custodian relationship, which supports the firm’s consolidated, managed-account approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices