# KEVIN M. YOUNG FINANCIAL, INC.

KEVIN M. YOUNG FINANCIAL, INC. of DAVIS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 145478
- Type: SEC-registered investment adviser
- SEC file number: 801-121721
- Location: 502 MACE BLVD, SUITE #5, DAVIS, CA, 95618
- Phone: 530-231-5152
- Latest filing: 2024-03-19
- Regulatory AUM: $116.6M
- Discretionary AUM: $116.6M
- Clients: 2
- Accounts: 304

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| YOUNG PAULEEN M | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145478/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145478/similar
- Related entities: https://search.stillhousedata.com/firm/145478/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145478

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.