ROBERT J YOUNG

ROBERT J YOUNG is an SEC-registered investment adviser (CRD 167473). Regulatory assets under management: $1.4M.

Registration

• CRD: 167473
• Type: Registered investment adviser
• Phone: 513-470-6696
• Latest filing: 2026-01-19
• Regulatory AUM: $1.4M
• Discretionary AUM: $1.4M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167473 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search