# RICHARD YOUNG ASSOCIATES, LTD.

RICHARD YOUNG ASSOCIATES, LTD. of AUGUSTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 126124
- Type: SEC-registered investment adviser
- SEC file number: 801-70318
- Location: 205 HUDSON TRACE, AUGUSTA, GA, 30907
- Phone: 706-739-0725
- Latest filing: 2026-02-12
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 16
- Accounts: 5,023

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Walter Stephen Marbert | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Kathryn O Marbert | MEMBER/SHAREHOLDER | — |
| MARBERT WALTER STEPHEN | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MARBERT KATHRYN O | MEMBER/SHAREHOLDER | — |
| Kathryn O. Marbert | MEMBER/SHAREHOLDER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NORTH AUGUSTA | SC | 1 | (706) 739-0725 |
| NORTH AUGUSTA | SC | 1 | (706) 739-0725 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126124/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126124/similar
- Related entities: https://search.stillhousedata.com/firm/126124/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126124

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.