$1.5B Total AUM
$1.5B Disc. AUM
-- 3Y CAGR
9 Employees
264 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-14-2007
- Office Locations
- 1
Office Locations
3207 Ranch Road 620 South Suite 200 Austin TX
About YCG, LLC
YCG Investments is a high-touch boutique asset manager serving high-net-worth individuals, investment advisers, and institutions via separate account management and a mutual fund. Led by President and CIO Brian Yacktman, the firm invests in “Global Champions” with enduring pricing power, capital-lite models, and long-term volume growth. Based in Austin, TX.
Team overview
-- AVG AGE
$385.4M AVG AUM / ADVISOR
$5.8M AVG AUM / CLIENT
15 yrs AVG TENURE
9 Employees
4 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
WILLIAM DAVID KRUGER
Chief Executive Officer, Chief Strategist, PARTNER, Senior Vice President
- CRD
- #4960769
- Ownership
- 25% but less than 50%
Available
Available
Available
H
HENRY ELLIOTT SAVAGE
PARTNER, PORTFOLIO MANAGER
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,525,474,480 | $6,436,601 |
| Non-Discretionary | $16,065,054 | $595,002 |
| Total | $1,541,539,534 | $5,839,165 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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