SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
YCG, LLC
Austin, TX
CRD 145769
Firm filing updated August 25, 2026 ·
- $1.5BAssets
- 264Clients
- 4Advisory staff
- 264Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals206
- Individuals41
- Charities8
- Corporations or other businesses6
- Investment companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 41 | $6.7 million |
| High net worth individuals | 206 | $827.3 million |
| Investment companies | 1 | $557.1 million |
| Charitable organizations | 8 | $89.7 million |
| Corporations or other businesses not listed above | 6 | $60.1 million |
| Other: "SPECIAL NEEDS TRUST" | 2 | $447,417 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$1.5 billion
- Accounts264
- Discretionary$1.5 billion · 237 accounts
- Non-discretionary$16.1 million · 27 accounts
People
- Employees9
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 145769, SEC file 801-68621.
- Registered with the SEC as an investment advisor (status date on record: December 14, 2007).
Is YCG, LLC a fiduciary?
Short answer: YCG, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.