Clay
Young
Tannin Capital, LLC
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About this Advisor
Clay Young is a financial advisor based in Charlotte, North Carolina, working with Tannin Capital, LLC. Clay has previously held positions at Cantella & Co., Inc, Raymond James & Associates, Inc, and Tannin Capital, LLC. Clay has passed the Series 63 regulatory exam and is registered to provide services in North Carolina. Currently, Clay is part of Tannin Capital, LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 7 employees. The firm manages assets totaling $362.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Tannin Capital, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tannin Capital, LLC Brokerage Details
$362,315,194
7
391
$926,637
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Clay Young Work History
Tannin Capital, LLC
Cantella & Co., Inc
Raymond James & Associates, Inc
Disclosures
Please visit the SEC profile of Clay Young to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tannin Capital, LLC
Raleigh, NC
Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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