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Young Capital Management Inc (Fountain Hills)


Young Capital Management Inc is an adviser based in Fountain Hills. It manages $30 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Arizona.




Young Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Young Capital Management: assets under management

The assets under management (AUM) of Young Capital Management Inc is $30 million. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $193.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $400 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Young Capital Management Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fountain Hills

The principal office where Young Capital Management Inc performs its advisory services is located at 16712 E. Avenue Of The Fountains, Fountain Hills, AZ 85268 The mailing address of the firm is 15204 N. Zapata Drive, Fountain Hills, AZ 85268. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-837-7507 or by fax 480-837-7503. The normal business hours are 7:00a.m.-5:00p.m. on Monday - Friday.


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