Ycg, LLC

RIASEC RegisteredEst. 2007

Total AUM

$1.5B

Discretionary

$1.5B

99% of AUM

Avg account

$5.8M

Accounts

264

Employees

9

Advisory reps

4

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

FINTRX

Overview

Ycg, LLC is an SEC-registered institutional RIA organized as an LLC and active since 2007. The firm serves both individual & family clients and institutional accounts, charging fees as a percentage of assets under management. Its advisory scope includes discretionary portfolio management for individuals, small businesses, investment companies, and businesses or institutions. Ycg reports it is not a capital allocator, does not position itself as an active ESG investor, and does not provide pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities93%
Public Funds/Mutual Funds5%
US Government Bonds1%
Cash & Cash Equivalents1%

Owners & executives

2 of 2

William Kruger
Chief Executive OfficerCRD 4960769
Lelia Long
Chief Compliance OfficerCRD 4482684

Contacts

2 of 2

Brian Yacktman
PresidentCRD 5453241
Henry Savage
Partner, Portfolio ManagerCRD 6110011

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 3

Active vs passive

$1.9M in ETFs

Passive

100%

$1.9M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)	BlackRock	Passive	Ultrashort Bond	$1.3M	12,718	66.00%

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Primary office

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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