Ycg, LLC
● SEC registered since 2007CRD 145769SEC# 801-68621Austin, TX
Reg. AUM
$1.54B
Employees
9
Accounts
264
Location
Austin, TX
Ycg, LLC assets under management
Ycg, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2007. It reports $1.5 billion in regulatory assets under management and employs 9 people.
Ycg, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Alan Yacktman Control | Partner & Chief Investment Officer | 25-50% | 2008 |
| Henry Elliott Savage | Partner & Portfolio Manager | 25-50% | 2012 |
| Lelia Marie Long Control | Chief Compliance Officer | Under 5% | 2017 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ycg, LLC manage?
Ycg, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Ycg, LLC have?
Ycg, LLC reports 9 employees.
Where is Ycg, LLC located?
Ycg, LLC is based in Austin, TX and has been SEC-registered since 2007.
Does Ycg, LLC disclose fund performance?
Ycg, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3207 Ranch Road 620 South, Suite 200, Austin, TX 78738 |
| Phone | 512-505-2347 |
| Fax | 512-233-2245 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1584801 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.54B▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.54Bregulatory AUM
Discretionary $1.53BNon-discretionary $16.1M