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| Richard Young Associates Ltd
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|---|---|
| CRD # | 126124 |
| SEC # | 801-70318 |
| CIK # | 0002107563 |
| AUM | 1,195.3 M (2026-02-12) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 706-739-0725 |
| Address | 205 Hudson Trace Augusta, GA 30907 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002107563 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.0 | ||
| Apple Inc | 1.9 | ||
| Coca Cola Co | 1.1 | ||
| Tesla Motors Inc | 1.1 | ||
| Amazon Com Inc | 0.7 | ||
| Microsoft Corp | 0.7 | ||
| Carter Bankshares Inc | 0.6 | ||
| Facebook Inc | 0.5 | ||
| AT&T Inc | 0.4 | ||
| SCBT Financial Corp | 0.4 | ||
| Alphabet Inc | 0.3 | ||
| Southern Co | 0.3 | ||
| Wal Mart Stores Inc | 0.3 | ||
| iShares Comex Gold Trust | 0.2 | ||
| Chevron Corp | 0.2 | ||
| Genelux Corp | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,608 | 453.3 |
| (b) Individuals (high net worth individuals) | 332 | 734.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.9 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 5,023 | 1,195.3 |
| By Discretionary | ||
| Discretionary | 5,023 | 1,195.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,023 | 1,195.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 1,194.5 | |
| Total | 5,023 | 1,195.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002107563] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail, Research |
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