This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

mixed wealth managerderivedprivate_client_share=0.47 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$202MItem 5.F on the latest filing (2026-02-06); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$202M

Private client RAUM

$94.6MderivedItem 5.D individuals plus high net worth individuals

Private client share

47%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$101Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

302

Individual clients

87

High net worth clients

26

Custody, client assets

$15.3M

SEC number

801-119995

CRD

311775

Filings on the tape

8

First filed

Nov 18, 2020

Latest filed

Feb 6, 2026

Organised

Corporation, AK

Website

pyounker.com

• Occurred

  Nov 18, 2020
  First Form ADV filing

  Phil A. Younker & Associates, Ltd. filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5124c4af-9b77-755a-8ea6-9a4699062027

First observed

Nov 18, 2020

Last observed

Feb 6, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.