Young Capital Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Young Capital Management, Inc. is an independent, single-advisor registered investment adviser that serves individual clients (including high‑net‑worth), corporate pension and profit‑sharing plans, small businesses and institutional clients. The firm offers discretionary and non‑discretionary portfolio management and incidental financial planning across equities, mutual funds, fixed income, options and other investment vehicles.
The firm emphasizes individual equities as its primary investment vehicle while also using mutual funds, ETFs and debt instruments, applying both fundamental and technical analysis. Strategies include long‑ and short‑term holdings, trading and option writing, with the adviser noting a willingness at times to concentrate positions and take added risk to pursue targeted returns; accounts are reviewed on a monthly, quarterly and annual basis.
A distinctive feature for a solo independent adviser is an affiliation with a real estate brokerage (Ironwood Realty, LLC); the firm discloses that advisors may assist clients with buying, selling, leasing or renting real estate and may receive commissions from those transactions. The brochure also discloses typical custody and soft‑dollar arrangements and the firm manages a notable level of assets for a one‑advisor practice, with explicit disclosure of potential conflicts arising from its real estate activities.
Client services
Expertise
Fee options
Flat fees may be negotiated as part of advisory agreement but not to exceed the standard fee schedule
$0 - $1,000,000: 1.00% annually $1,000,000.01+: less than 1%, negotiable
Real estate commissions through Ironwood Realty, LLC for real estate transactions
Typically $200 per hour for special projects or consulting outside scope of asset management
Account minimum: $250,000 Fee-only: Asset management fees based on assets under management; financial planning fees are incidental and included in AUM fee; hourly consulting fee of $200/hour negotiable for special projects
Main office
16712 E. Avenue of the Fountains
Fountain Hills AZ 85268
Advisors at this office
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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