← 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 Oct 1, 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
- Website
- HTTP://WWW.MONEYMD.NET
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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 1,846 | 1,940 | increased by94 |
| Mar 1, 2026 | AUM | $972,379,424 | $1,195,344,742 | increased by$222,965,318 |
| Mar 1, 2026 | Accounts | 4,709 | 5,023 | increased by314 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 16 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,466 | 1,846 | increased by380 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $683,202,076 | $972,379,424 | increased by$289,177,348 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,621 | 4,709 | increased by1,088 |
| Mar 1, 2022 | Clients | 1,295 | 1,466 | increased by171 |
| Mar 1, 2022 | AUM | $531,249,276 | $683,202,076 | increased by$151,952,800 |
| Mar 1, 2022 | Accounts | 3,158 | 3,621 | increased by463 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RICHARD YOUNG” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RICHARD YOUNG” may also match similarly-named firms). Confirm identity against each filing.
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.