Wealth Manager
    SEC Registered
    Manages Private Funds

    Young Richard C & Co Ltd

    Registered investment advisor · Newport, Rhode Island · CRD #105866

    Assets Under Management
    $1.8B
    Client Accounts
    2,042
    Employees
    14
    CRD Number
    105866
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Young Richard C & Co Ltd

    Richard C. Young & Co., Ltd. is a top-ranked investment advisory firm founded in 1989, specializing in dividend and interest-focused portfolios. It manages assets under management and serves clients nationwide. The firm is based in Newport, Rhode Island.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Young Richard C & Co Ltd's AUM?

    Young Richard C & Co Ltd reports approximately $1.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Young Richard C & Co Ltd headquartered?

    Young Richard C & Co Ltd is headquartered in Newport, Rhode Island.

    What is Young Richard C & Co Ltd's CRD number?

    Young Richard C & Co Ltd's CRD number is 105866. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Young Richard C & Co Ltd manage?

    Young Richard C & Co Ltd manages approximately 2,042 client accounts according to its latest SEC filing.

    Is Young Richard C & Co Ltd SEC registered?

    Yes, Young Richard C & Co Ltd is registered with the SEC as an investment adviser with an approved registration status.

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