William D. Kruger

YCG

Austin, TX 78738

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CRD#: 4960769

Professional summary

William David Kruger is a registered financial advisor currently at YCG, LLC located in Austin, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. William has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William David Kruger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 5, 2008 - Present

YCG, LLC

Office #1: 3207 Ranch Road 620 South Suite 200, Austin, TX 78738

RIA

CRD#: 145769

Austin, TX

Past

January 5, 2006 - April 30, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LOS ANGELES, CA

Past

October 26, 2005 - April 30, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

YCG, LLC

YACKTMAN CAPITAL GROUP, LLC | YCG, LLC | YCG INVESTMENTS

CRD#: 145769 / SEC#: 801-68621

RIA

Registered Investment Advisory firm - (12/14/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/5/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/29/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/25/2005

General Securities Representative Examination

Current Firm

YCG, LLC

YACKTMAN CAPITAL GROUP, LLC | YCG, LLC | YCG INVESTMENTS

CRD#: 145769 / SEC#: 801-68621

RIA

Registered Investment Advisory firm - (12/14/2007 Approved)

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Contact information

Main Address

3207 Ranch Road 620 South Suite 200, Austin, TX 78738

Mailing Address

Phone number

(512) 505-2347

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

YCG LLC ADV PART 2A MARCH 17, 2025 (3/17/2025)

Regulatory assets under management

Total Number of Accounts	250
AUM (Assets Under Management)	$ 1,528,683,258

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William D. Kruger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William David Kruger's CRS (Customer Relationship Summary).

Certified licenses

Experience

YCG, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

YCG, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/29/2005

Series 7

Date: 10/25/2005

Current Firm

YCG, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

YCG, LLC

TRUST BUT VERIFY

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