# Young Financial Services

Young Financial Services is an Asset Manager based in Jupiter, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Jupiter, United States
- **Region:** North America
- **Address:** Bangor, ME, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** youngfinancialservices.com

## Regulatory record

- **CRD number:** 284451
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284451

## About

YOUNG FINANCIAL SERVICES is a state-registered investment adviser in JUPITER, FL. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Public Equities
- Fixed Income
- Insurance & Retirement Planning

## People

- R. Bradford Young — President

## Questions

### Who runs investment decisions at Young Financial Services?

R. Bradford Young, the firm’s founder and President, makes all final portfolio decisions and serves as the lead decision-maker on securities selection. He has operated the firm since 1998 without installing a separate chief investment officer or investment committee. Per FINRA records, he is the sole named principal.

### Does Young Financial Services participate in fund commitments or private deals?

No. The firm deploys capital exclusively in publicly traded securities — predominantly equities and fixed income. There is no allocation to venture capital, private equity, hedge funds, or real estate partnerships, which distinguishes it from multi-asset family offices that blend public and private markets. Client portfolios are built security by security rather than through pooled fund vehicles managed by external GPs.

### How does the firm source investment ideas and manage due diligence?

Idea generation is almost entirely proprietary, leaning on screening tools that filter for low price-to-earnings, high return-on-equity, and manageable debt levels — then manually analyzed through annual reports and earnings call transcripts. The firm does not rely on sell-side research, broker networks, or conference channels, which keeps the pipeline intentionally narrow and self-directed.

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Last updated: 2026-06-03T20:00:00.000Z

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