{
  "crd_number": 145769,
  "slug": "ycg-llc-austin-tx-145769",
  "primary_business_name": "YCG, LLC",
  "legal_name": "YCG, LLC",
  "dbas": [
    "YCG WEALTH MANAGEMENT"
  ],
  "city": "Austin",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-12-14",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-08-25",
  "carried_forward": false,
  "raum_total": 1541539534.0,
  "raum_discretionary": 1525474480.0,
  "raum_non_discretionary": 16065054.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 9,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 447417.0,
      "count": 2,
      "description": "SPECIAL NEEDS TRUST"
    },
    "charitable": {
      "raum": 89749244.0,
      "count": 8
    },
    "individuals": {
      "raum": 6739607.0,
      "count": 41
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 557146024.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 827336995.0,
      "count": 206
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 60120247.0,
      "count": 6
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "IL",
    "MI",
    "OH",
    "TX",
    "UT"
  ],
  "websites": [
    "https://facebook.com/ycgwealthmanagement",
    "https://linkedin.com/company/ycg-wealth",
    "https://x.com/YCGwealth",
    "https://ycgwealth.com",
    "https://youtube.com/channel/UC5cFLAZCwvYWVAym-61LTtw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145769",
  "city_as_filed": "AUSTIN",
  "url": "https://advisorcensus.com/firm/ycg-llc-austin-tx-145769",
  "display_name": "YCG, LLC",
  "summary": "YCG, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 25, 2026.",
  "citation": "AdvisorCensus. YCG, LLC (CRD 145769): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is YCG, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), YCG, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is YCG, LLC located?",
      "a": "YCG, LLC's principal office is in Austin, TX, according to its Form ADV."
    },
    {
      "q": "Is YCG, LLC registered with the SEC or a state?",
      "a": "YCG, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 145769."
    },
    {
      "q": "How much does YCG, LLC manage?",
      "a": "YCG, LLC reports $1,541,539,534 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (99% discretionary)."
    },
    {
      "q": "How have YCG, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for YCG, LLC: Regulatory assets under management: $1,077,738,009 in the October 2021 data and $1,541,539,534 in the October 2026 data, up 43%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does YCG, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (206); individuals (other than high net worth individuals) (41); charitable organizations (8)."
    },
    {
      "q": "Which custodians does YCG, LLC use?",
      "a": "YCG, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does YCG, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145769"
    },
    {
      "q": "What changed in YCG, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: No longer lists the business name YCG Investments. Added the business name YCG Wealth Management."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1077738009.0,
      "total_employees": 8,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1410387850.0,
      "total_employees": 8,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1102869395.0,
      "total_employees": 8,
      "filing_date": "2023-05-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1416074478.0,
      "total_employees": 7,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1528683258.0,
      "total_employees": 8,
      "filing_date": "2025-03-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1541539534.0,
      "total_employees": 9,
      "filing_date": "2026-08-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "No longer lists the business name YCG Investments.",
        "Added the business name YCG Wealth Management."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in UT."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ycg-llc-austin-tx-145769.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 41,
      "fewer_than_5": false,
      "raum": 6739607.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 206,
      "fewer_than_5": false,
      "raum": 827336995.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 557146024.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 89749244.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 60120247.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": false,
      "raum": 447417.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145769",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}