Ycg, LLC

Ycg, LLC (CRD# 145769) is a financial advisory firm headquartered in Austin, TX. They manage $921,731,076 in 155 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
3207 Ranch Road 620 South, Suite 200, Austin, TX 78738
https://www.instagram.com/ycginvestments/
By the Numbers
  • Total Assets Under Management
    922
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $5,946,652
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MI, OH, TX

Financial Advisors at Ycg, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William Kruger, financial advisor Austin TX
William D. Kruger
CRD#: 4960769
3207 Ranch Road 620 South, Suite 200, Austin, TX 78738

William Kruger (CRD# 4960769) is an Investment Advisor Representative working at Ycg, LLC in Austin, TX and has over 14 years of experience in the finance industry.

2
Brian Yacktman, financial advisor Austin TX
Brian A. Yacktman
CRD#: 5453241
3207 Ranch Road 620 South, Suite 200, Austin, TX 78738

Brian Yacktman (CRD# 5453241) is an Investment Advisor Representative working at Ycg, LLC in Austin, TX and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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