Clay Young
Tannin Capital · Charlotte, North Carolina
Clay Young is a fee-only financial advisor at Tannin Capital in Charlotte, North Carolina. Tannin Capital reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Tannin Capital |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $824.9M across 532 accounts |
| SEC registration | Investment adviser representative in NC · CRD 8259576 |
| Exams passed | Series 65 (2026) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.tannin.com |
How Clay's firm compares
- Tannin Capital's average account is about $1.6 million, from its Form ADV (assets managed divided by 532 accounts).
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Questions about Clay
Is Clay Young a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clay holds no broker registration, and Tannin Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clay charge for financial advice?
Clay's firm, Tannin Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is Clay Young based?
Clay Young is based in Charlotte, North Carolina.
Is Clay Young registered with the SEC?
Yes. Clay Young is registered as an investment adviser representative in NC (CRD 8259576), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tannin Capital manage?
Tannin Capital reports $824.9M across 532 accounts in assets under management.
How do I contact Clay Young?
Through Clay's website, www.tannin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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