Richard Young Advisors
Firm details
- Headquarters
- Augusta, Georgia
- CRD number
- 126124
- Registered since
- June 22, 2009
- Website
- www.investrya.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.45%
- Individuals37.92%
- Pension & Profit Sharing Plans0.58%
- Corporations / Businesses0.03%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Richard Young Advisors is an independent, SEC-registered registered investment adviser that serves primarily individual and family clients. The firm operates on a percentage-of-AUM fee schedule and provides financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Founded in the regulatory environment of 2009 and owned by an individual, the advisor emphasizes traditional wealth-management services rather than institutional consulting or capital-allocation activities. It does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities10%
- Cash & Cash Equivalents1%
Contacts
3 of 9
Justin Folsom
Financial AdvisorCRD 7726589
Ryan Borders
Financial AdvisorCRD 7041134
John Travis
Financial AdvisorCRD 6910498
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$135M in ETFs
<1%
$541K
100%
$135M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $39M | 558,629 | 28.88% |
Location
Augusta, GA
Richmond
Location
Augusta, GA
Headquartered in Augusta, GA, in the South of the United States.
- Region
- South
- County
- Richmond
- Address
- 205 Hudson Trce
- Time zone
- ET (UTC-5)
- Office locations
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