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YCG, LLC

AUSTIN, TX · CRD 145769 · IAPD ↗ · 512-505-2347

$1.54BRegulatory AUM
4Advisory reps
9Employees
0Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — YCG, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — YCG, LLC reported RAUM up 28% ($1.10B -> $1.42B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — YCG, LLC now reports custody of client assets ($234.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.