Xinyan Yi
New Green Capital · Wallingford, Pennsylvania
Xinyan Yi is a fee-only financial advisor at New Green Capital in Wallingford, Pennsylvania. New Green Capital reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | New Green Capital |
|---|---|
| Based in | Wallingford, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $375K across 2 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6569642 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Xinyan's firm compares
- New Green Capital's average account is about $188,000, from its Form ADV (assets managed divided by 2 accounts).
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Questions about Xinyan
Is Xinyan Yi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Xinyan holds no broker registration, and New Green Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Xinyan charge for financial advice?
Xinyan's firm, New Green Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Xinyan Yi based?
Xinyan Yi is based in Wallingford, Pennsylvania.
Is Xinyan Yi registered with the SEC?
Yes. Xinyan Yi is registered as an investment adviser representative in PA (CRD 6569642), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does New Green Capital manage?
New Green Capital reports $375K across 2 accounts in assets under management.
How do I contact Xinyan Yi?
Contact details aren't on file yet. Search for New Green Capital.
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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