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YCG, LLC
CRD 145769 · SEC 801-68621
3207 RANCH ROAD 620 SOUTH, SUITE 200, AUSTIN, TX, 78738, United States
Phone
512-505-2347
Fax
512-233-2245
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.54B
Discretionary AUM
$1.53B
Team
9 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $6.7M |
| High net worth individuals | 206 | $827.3M |
| Investment companies | 1 | $557.1M |
| Charitable organizations | 8 | $89.7M |
| Corporations/business entities | 6 | $60.1M |
States served
AZ, CA, IL, MI, OH, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD