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Yongchang Company Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,371,161
This total excludes 35 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
31
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
HighAverage account size
$44,231
About
Yongchang Company Inc provides retirement planning and portfolio management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and other business entities. Services emphasize combined tax‑smart retirement planning and discretionary portfolio management, with complementary tax services integrated into the financial analysis.
The firm applies fundamental analysis to build diversified portfolios that typically include equities, exchange‑traded funds, mutual funds, and fixed‑income securities, and may employ small‑cap or short‑term trading strategies for clients with suitable risk profiles. Accounts are managed on a discretionary basis with ongoing monitoring and periodic rebalancing; the firm reported approximately $7.6 million in discretionary assets under management as of December 31, 2024.
Compared with many peers, the firm’s principal holds accounting and investment credentials and operates a CPA practice while also being licensed to offer insurance and real estate services, allowing tax and insurance considerations to be integrated into investment advice. It is also noteworthy that the firm serves pension and profit‑sharing plan clients—an uncommon client type for independent advisers—and provides complementary tax and insurance services that are coordinated alongside portfolio management.
Client services
Portfolio management
Expertise
General retirement planning
General tax planning
Fee options
<$100,000 - $100,000: 1.50% annually $100,000 - $300,000: 1.25% annually $300,000 - $500,000: 1.00% annually Over $500,000+: 0.75% annually
Main office location
Yongchang Company Inc
3775 Venture Dr Building O, Suite 201
Duluth GA 30096, United States
Number of offices
1
Most active in
Yongchang Company Inc has reported serving >5 clients in these states in the last 12 months.
Georgia · Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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