Chief Compliance Officer · YCG, LLC
Lelia M. Long
CRD 4482684 · Named on Form ADV at one SEC-registered adviser
At a glance
YCG, LLC, an SEC-registered wealth manager based in Austin, TX with $1.5 billion in regulatory assets, lists Lelia M. Long on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- YCG, LLCChief Compliance OfficerWealth manager · Austin, TX · $1.5B in regulatory assets
AtlasMembers
Lelia’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brian A. YacktmanPartner & Chief Investment Officer, YCG, LLC
- William D. KrugerPartner & Chief Executive Officer, YCG, LLC
- Henry E. SavagePartner & Portfolio Manager, YCG, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lelia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.