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RICHARD YOUNG ADVISORS
RICHARD YOUNG ASSOCIATES, LTD.
CRD 126124 · SEC 801-70318
205 HUDSON TRACE, AUGUSTA, GA, 30907, United States
Phone
706-739-0725
Fax
706-739-0366
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.20B
Discretionary AUM
$1.20B
Team
16 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1608 | $453.3M |
| High net worth individuals | 332 | $734.6M |
States served
AL, CA, CO, GA, IL, NE, NC, PA, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD