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, privately owned RIA that has been SEC-registered since 2009 and focuses on individual and family clients. The firm charges fees as a percentage of assets under management and delivers traditional wealth management services: financial planning, portfolio management for individuals and small businesses, and educational workshops or seminars. The adviser does not identify as an ESG-focused or multi-state practice, and it is not structured as a capital allocator to third-party managers.
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 9JUSTIN 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 8Active vs passive
$119M in ETFs
<1%
$477K
100%
$119M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $34.9M | 558,976 | 29.29% |
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
Similar firms
ASSET ADVISORS
RIAAUGUSTA, GA
FIRETHORN WEALTH PARTNERS, LLC
RIAAUGUSTA, GA
AP WEALTH MANAGEMENT
RIAAUGUSTA, GA
WYNN CAPITAL
RIAAUGUSTA, GA
MONEY ADVISORS, INC. DBA CENTURY INVESTMENT PLANNING
RIAAUGUSTA, GA
WILLIAMS WEALTH MANAGEMENT, INC.
RIAAUGUSTA, GA