Young Richard C & Co Ltd
Newport, RI·SEC-registered · CRD #105866
Young Richard C & Co Ltd is an SEC-registered investment advisory firm in Newport, RI managing $1.8B across 2.0k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.8B
Client accounts
2.0k
Advisory staff
8
Fee model
Fee-only
How Young Richard C & Co Ltd is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Young Richard C & Co Ltd
How much does Young Richard C & Co Ltd manage?
Per its most recent SEC Form ADV filing (03/25/2026), Young Richard C & Co Ltd reports $1.8B in regulatory assets under management across roughly 2.0k client accounts.
How does Young Richard C & Co Ltd charge?
Young Richard C & Co Ltd is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Young Richard C & Co Ltd a fiduciary?
Yes. Young Richard C & Co Ltd is registered with the U.S. Securities and Exchange Commission (CRD #105866), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Young Richard C & Co Ltd taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Young Richard C & Co Ltd and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Newport, RI
Profile compiled from Young Richard C & Co Ltd's public SEC Form ADV filing (CRD #105866, filed 03/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Young Richard C & Co Ltd. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Young Richard C & Co Ltd? Claim this profile.