Richard Young Associates, Ltd.
● SEC registered since 2009CRD 126124SEC# 801-70318Augusta, GA
Reg. AUM
$1.2B
Employees
16
Accounts
5,023
Location
Augusta, GA
Richard Young Associates, Ltd. assets under management
Richard Young Associates, Ltd. is an SEC-registered investment adviser based in Augusta, GA. The firm has been registered since 2009. It reports $1.2 billion in regulatory assets under management and employs 16 people.
Richard Young Associates, Ltd. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kathryn O. Marbert Control | Member/Shareholder | 25-50% | 2008 |
| Walter Stephen Marbert Control | President/Chief Compliance Officer | 50-75% | 2002 |
Frequently asked questions
How much does Richard Young Associates, Ltd. manage?
Richard Young Associates, Ltd. reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Richard Young Associates, Ltd. have?
Richard Young Associates, Ltd. reports 16 employees.
Where is Richard Young Associates, Ltd. located?
Richard Young Associates, Ltd. is based in Augusta, GA and has been SEC-registered since 2009.
Does Richard Young Associates, Ltd. disclose fund performance?
Richard Young Associates, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 205 Hudson Trace, Augusta, GA 30907 |
| Phone | 706-739-0725 |
| Fax | 706-739-0366 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.2B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.2Bregulatory AUM
Discretionary $1.2B