Data / Investment advisers / Georgia / Richard Young Advisors
Richard Young Advisors, Augusta, GA: $1.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Richard Young Advisors is an SEC registered investment adviser with its main office in Augusta, Georgia and reports $1.2 billion in regulatory assets under management in its Form ADV filed February 12, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 126124
- SEC file number
- 801-70318
- SEC status
- Approved, effective June 22, 2009
- Legal name
- Richard Young Associates, LTD.
- Main office
- 205 Hudson Trace, Augusta, GA 30907
- Phone
- (706) 739-0725
- Website
- vimeo.com
- Regulatory AUM
- $1,195,344,742 in the Form ADV filed February 12, 2026
- Discretionary AUM
- $1,195,344,742
- Accounts
- 5,023
- Employees
- 16, of which 8 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 332 | $734.6 million |
| Individuals (other than high net worth individuals) | 1,608 | $453.3 million |
| Pension and profit sharing plans | Fewer than 5 | $6.9 million |
| Corporations or other businesses | Fewer than 5 | $333,070 |
| Charitable organizations | Fewer than 5 | $255,740 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $1.20 billion | February 12, 2026 |
| December 1, 2025 | $972.4 million | October 23, 2025 |
Other advisers in Georgia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Asset Advisors | Augusta | $1.40 billion | Not listed | adviserinfo.sec.gov |
| Marietta Wealth Management, LLC | Marietta | $1.39 billion | Not listed | adviserinfo.sec.gov |
| Chi-Rho Financial, LLC | Atlanta | $1.35 billion | 5 | adviserinfo.sec.gov |
| Bip Capital | Atlanta | $1.29 billion | 61 | adviserinfo.sec.gov |
| Sovereign's Capital Management, LLC | Atlanta | $1.28 billion | 25 | adviserinfo.sec.gov |
| Fulcrum Equity Partners, Inc. | Atlanta | $1.16 billion | 8 | adviserinfo.sec.gov |
| Longview Wealth Management | Atlanta | $1.15 billion | Not listed | adviserinfo.sec.gov |
| Godwin Capital Group, LLC | Atlanta | $1.13 billion | 13 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Georgia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Richard Young Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.