Ycg, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 16, 2026, reports $1.5B in regulatory assets under management, 9 employees, and 264 accounts.
Assets Under Management
$1.5B
Employees
9
Offices
--
Total Clients
264
Primary office
AUSTIN, TX
3207 RANCH ROAD 620 SOUTH, SUITE 200, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.0% of total clients.
Top client categories% of clientsClients
1
HNWI
78.0%
206
2
Individuals
15.5%
41
3
Charitable
3.0%
8
4
Corporations
2.3%
6
5
Irrevocable Trusts/Estates
0.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 16, 2026
Discretionary99.0%
$1.5B
99% of total RAUM99.0%
Non-discretionary1.0%
$16M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts264
10Y AUM Change+$1.1B (+270.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee29:1
10Y Employee Change+5 (+125.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.