YOUNG RICHARD C & CO LTD
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.80B |
| Discretionary | $1.80B100% of AUM |
| Client Accounts | 2,042 |
| Avg Account Size | $882K |
| Employees | 14 |
| Peak AUM | $1.80BMar 2026 |
| AUM CAGR | +6.9% /yrover 25 yrs · 36 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.8B | +15.3% | +9.7% | +6.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.80B |
| Discretionary | $1.80B |
| Employees | 14 |
| Client Accounts | 2042 |
| Client Range | More than 500 |
Contact & Location
Address
98 WILLIAM STREET
NEWPORT RI 02840
Phone
401-849-2137
Filing History
36 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported