← Directory
RICHARD YOUNG ADVISORS
Legal name: RICHARD YOUNG ASSOCIATES, LTD.
CRD 126124File 801-70318
APPROVED
Retail clients
Custody
Filing as of Feb 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.20B
Above cohort median (national)
Discretionary AUM
$1.20B
Clients
1,940
5,023 accounts
Employees
16
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 22, 2009
- Principal office
- 205 HUDSON TRACE, AUGUSTA, GA, 30907
- Phone
- 706-739-0725
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.20B
- Discretionary AUM
- $1.20B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5,023
- Non-discretionary accounts
- 0
- Total accounts
- 5,023
- AUM per client
- $616K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $333K |
| Charitable organizations | Fewer than 5 | $256K |
| High net worth individuals | 332 | $734.6M |
| Pension and profit sharing plans | Fewer than 5 | $6.9M |
| Individuals (other than high net worth individuals) | 1,608 | $453.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.