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 advisory firm (registered in 2009) that serves individual and family clients on a fee basis tied to assets under management. The firm is organized as a corporation with individual ownership and focuses on financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. It does not identify as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$137M in ETFs
1%
$687K
100%
$137M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) | Dimensional | Active | Large Value | $41.1M | 746,824 | 29.88% |
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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