RIA Intel›Advisers›Ohio›ROBERT YOUNG ADVISORY, LLC

ROBERT YOUNG ADVISORY, LLC

Advisory

OH

Data as of Jan 19, 2026 · Source: SEC Form ADV

Average account
$79K
across 18 accounts
AUM per adviser
$1M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 19, 2026.

Total AUM
$1M
Discretionary %
100%
Clients
18
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$1M
Discretionary AUM$1M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

APRICITY FINANCIAL PLANNING, LLC
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$1M
THE FINANCIAL STRATEGIES GROUP, INC
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$2M
-96.2% 1Y
SQUARE PEG FINANCIAL SERVICES, LLC
$1M
PETER DAG & ASSOCIATES, INC.
$1M
-61.5% 1Y
SPRATLEY, TROY , RONALD
$2M
BUDAK FINANCIAL GROUP, LLC
$1M

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