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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-1990
- Office Locations
- 4
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.
Team overview
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Client Personas
Custodian
Investment Themes
Platform
Services
Technology
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
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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