Yosemite Capital Management

Yosemite Capital Management (CRD# 124298) is a financial advisory firm headquartered in Newport Beach, CA. They manage $309,920,969 in 745 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
5120 Birch Street, Suite 100, Newport Beach, CA 92660
http://www.yosemitecapital.com
By the Numbers
  • Total Assets Under Management
    310
    MILLION
  • Total Number of Accounts
    745
    ACCOUNTS
  • Average Account Value
    $416,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NE, NH, TX

Financial Advisors at Yosemite Capital Management
Showing 1 - 5 of 5 top financial advisors.
1
Paul Heckler, financial advisor Newport Beach CA
Paul H. Heckler
CRD#: 1707829
5120 Birch Street, Suite 100, Newport Beach, CA 92660

Paul Heckler (CRD# 1707829) is an Investment Advisor Representative working at Yosemite Capital Management in Newport Beach, CA and has over 33 years of experience in the finance industry.

2
Ronald Hudspeth, financial advisor Newport Beach CA
Ronald C. Hudspeth
CRD#: 2504896
5120 Birch Street, Suite 100, Newport Beach, CA 92660

Ronald Hudspeth (CRD# 2504896) is an Investment Advisor Representative working at Yosemite Capital Management in Newport Beach, CA and has over 29 years of experience in the finance industry.

3
David Jones, financial advisor Newport Beach CA
David M. Jones
CRD#: 4997770
5120 Birch Street, Suite 100, Newport Beach, CA 92660

David Jones (CRD# 4997770) is an Investment Advisor Representative working at Yosemite Capital Management in Newport Beach, CA and has over 18 years of experience in the finance industry.

4
Lawrence Rutherford, financial advisor Newport Beach CA
Lawrence E. Rutherford
CRD#: 1398437
5120 Birch Street, Suite 100, Newport Beach, CA 92660

Lawrence Rutherford (CRD# 1398437) is an Investment Advisor Representative working at Yosemite Capital Management in Newport Beach, CA and has 1 year of experience in the finance industry.

5
David Leckey, financial advisor Newport Beach CA
David R. Leckey
CRD#: 7779396
5120 Birch Street, Suite 100, Newport Beach, CA 92660

David Leckey (CRD# 7779396) is an Investment Advisor Representative working at Yosemite Capital Management in Newport Beach, CA and has 1 year 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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