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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-29-2003
- Office Locations
- 1
Office Locations
About Richard Young Advisors
Richard Young Associates is a fee-only, fiduciary advisory firm serving families since 1974 with ongoing financial planning and tailored investment management. The firm uses a long-term, data-driven methodology grounded in Nobel Prize-winning research. Clients work with a collaborative advisor team that coordinates with outside professionals as needed. Based in Augusta, GA, with clients nationwide; primary custodian Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WALTER STEPHEN MARBERT
Chief Compliance Officer, President
- CRD
- #2590560
- Ownership
- 50% but less than 75%
KATHRYN O. MARBERT
Client Service Associate
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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ZACHARY L ALBANESE
Financial Advisor
- CRD
- #5538958
RYAN NEAL BORDERS
Financial Advisor
- CRD
- #7041134
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,195,344,742 | $237,974 |
| Non-Discretionary | $0 | -- |
| Total | $1,195,344,742 | $237,974 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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