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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-03-1990
- Office Locations
- 5
Office Locations
About Young Richard C & CO LTD
Richard C. Young & Co., Ltd. is a fee-only RIA with offices in Naples, FL and Newport, RI, managing globally diversified portfolios for individuals, families, and small businesses nationwide. The firm emphasizes conservative, long-term investing in dividend- and interest-paying securities across stocks, bonds, and select funds. Investment ideas are generated in-house—no outsourced managers or algorithms—and client assets are custodied with Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 25, 2026, reported AUM increased 15.3%, from $1.6B to $1.8B.
Across 5 reported observations, AUM increased 25.8% between March 25, 2022 and March 25, 2026, from $1.4B to $1.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 813 clients, or 101.6 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 5 reported office locations and 36 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
RICHARD CARLYLE YOUNG
Chairman, Financial Advisor, General Partner
- CRD
- #475131
- Ownership
- 25% but less than 50%
AMY LYNN EVANS
SENIOR VICE PRESIDENT
- CRD
- #4725208
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
KAREN SUSANNE CURRY
--
- CRD
- #5706288
ANGELA GARCIA
Operations Associate
- CRD
- #6447850
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,801,392,887 | $882,171 |
| Non-Discretionary | $0 | -- |
| Total | $1,801,392,887 | $882,171 |
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Separately Managed Accounts
SMA allocation detail is available
Young Richard C & CO LTD has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Young Richard C & CO LTD's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.