Young Richard C & Co Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Newport, RI. Its latest Form ADV filing, dated March 25, 2026, reports $1.8B in regulatory assets under management, 14 employees, 1 office, and 2,042 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.1% of total clients.
Top client categories% of clientsClients
1
HNWI
62.1%
505
2
Individuals
36.0%
293
3
Pension Plans
1.0%
8
4
Corporations
0.9%
7
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 25, 2026
Discretionary100.0%
$1.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.8B
Total Accounts2,042
10Y AUM Change+$821M (+83.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee58:1
10Y Employee Change+2 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.