YI
Young Investment Advisors, Inc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 117415
· Atlanta, GA
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ADV data as of Mar 25, 2026
- Regulatory AUM
- $6.3K
- Discretionary
- $6.3K
- Clients
- 3
- Avg AUM / client
- $2.1K
- Accounts
- 3
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3 | $6.3K | 100.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ty Jeffrey Young | Registered representative | Apr 2003 (23y) | ||
| Jeffrey B Curtis | Registered representative | Dec 2016 (10y) | ||
| Brian Houghton | Registered representative | Feb 2018 (9y) | ||
| Jonathan Bermudez | Registered representative | Apr 2018 (8y) | ||
| Parker Philpot | Registered representative | May 2018 (8y) | ||
| Michael Timothy Young | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗