RIA Intel›Advisers›Nevada›YH&C INVESTMENTS INC.

YH&C INVESTMENTS INC.

Advisory

NV

Data as of Jan 20, 2026 · Source: SEC Form ADV

Average account

$961K

across 29 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$4M

Non-Discretionary AUM$24M

Discretionary %14.2%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InCA, NV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NV

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

DARBY WEALTH PLANNING LLC

$27M

CUNNINGHAM INVESTMENT MANAGEMENT, LLC

$27M

SILVERSTONE WEALTH MANAGEMENT, LLC

$27M

MAHLON R.EDWARDS FINANCIAL PLANNING & INVESTMENT STRATEGIES,INC.

$29M

STU HAWVER, CFA, MBA, LLC

$26M

SULLIVAN JOHN LAWRENCE

$26M

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