# YCG, LLC

YCG, LLC of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 145769
- Type: SEC-registered investment adviser
- SEC file number: 801-68621
- Location: 3207 RANCH ROAD 620 SOUTH, SUITE 200, AUSTIN, TX, 78738
- Phone: 512-505-2347
- Latest filing: 2026-03-16
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $16.1M
- Clients: 9
- Accounts: 264

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Lelia Marie Long | CHIEF COMPLIANCE OFFICER | Ridgefield, CT |
| Brian Alan Yacktman | PARTNER & CHIEF INVESTMENT OFFICER | — |
| William David Kruger | PARTNER & CHIEF EXECUTIVE OFFICER | — |
| Henry Elliott Savage | PARTNER & PORTFOLIO MANAGER | — |
| JONES DAVID DWAIN | CHIEF COMPLIANCE OFFICER | — |
| YACKTMAN BRIAN ALAN | MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER & CHIEF INVESTMENT OFFICER (+1 more) | — |
| KRUGER WILL | MEMBER & CHIEF COMPLIANCE OFFICER | — |
| KRUGER WILLIAM DAVID | MEMBER & CHIEF COMPLIANCE OFFICER; MEMBER & CHIEF EXECUTIVE OFFICER; MEMBER & CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| LONG LELIA MARIE | CHIEF COMPLIANCE OFFICER | — |
| SAVAGE HENRY ELLIOTT | MEMBER & PORTFOLIO MANAGER; PARTNER & PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145769/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145769/similar
- Related entities: https://search.stillhousedata.com/firm/145769/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145769

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.