YCG, LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 145769
- Registered since
- December 14, 2007
- Website
- ycginvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.67%
- Investment Companies36.14%
- Charitable Organizations5.82%
- Corporations / Businesses3.9%
- Individuals0.44%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ycg, LLC is a privately owned investment advisory firm organized as a limited liability company and registered with the SEC since 2007. The firm manages portfolios for both individual and family clients as well as institutional investors, operating on a fee model tied to assets under management. Its advisory scope includes discretionary portfolio management for individuals and small businesses, separately managed accounts for investment companies, and investment management for businesses or other institutions. Ycg does not identify as an ESG-focused manager and is not organized as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Public Funds/Mutual Funds5%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2LELIA LONG
Chief Compliance OfficerCRD 4482684
WILLIAM KRUGER
Chief Executive OfficerCRD 4960769
Contacts
2 of 2BRIAN YACKTMAN
PresidentCRD 5453241
HENRY SAVAGE
Partner, Portfolio ManagerCRD 6110011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$1.2M in ETFs
100%
$1.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $1.2M | 11,467 | 100.00% |
Location
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 3207 620
- Time zone
- CT (UTC-6)
- Office locations
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