YOUNG CAPITAL MANAGEMENT INC

Overview

Young Capital Management Inc. is an independent RIA organized as a corporation and focused on serving individual and family clients, with portfolio management and financial planning geared toward individuals and small businesses. The firm runs predominantly discretionary equity portfolios, favoring exchange-traded instruments for core holdings. Its advisory model supports fee arrangements by percentage of AUM as well as hourly and fixed fees. Investment activity centers on liquid, equity-based strategies supplemented by traditional mutual funds and annuities where appropriate for income or planning needs. The firm also conducts real estate broker activity, and that operational tie shows up in its allocation to real estate as an alternative asset via third-party managers. Young Capital Management Inc. is not positioned as an ESG-driven manager and is not designated a multi-state adviser.

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Public Holdings

Investments & Alternatives

Location & Offices