Yosemite Capital Management

Yosemite Capital Management (CRD# 124298) is a financial advisory firm headquartered in Tustin, CA. They manage $223,485,831 in 649 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    649
    ACCOUNTS
  • Average Account Value
    $344,354
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, NE, NH, OR, TX

Financial Advisors at Yosemite Capital Management
Showing 1 - 9 of 9 top financial advisors.
1
David M. Jones
CRD#: 4997770
17501 East 17th Street, Suite 100, Tustin, CA 92780
96
Wealthminder
score

David Jones (CRD# 4997770) is an Investment Advisor Representative working at Yosemite Capital Management in Tustin, CA and has over 11 years of experience in the finance industry. David Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John Kleponis
CRD#: 4933420
17501 East 17th Street, Suite 100, Tustin, CA 92780
96
Wealthminder
score

John Kleponis (CRD# 4933420) is an Investment Advisor Representative working at Yosemite Capital Management in Tustin, CA and has over 11 years of experience in the finance industry.

3
Curtis E. Campbell
CRD#: 4621056
17501 East 17th Street, Suite 100, Tustin, CA 92780
93
Wealthminder
score

Curtis Campbell (CRD# 4621056) is an Investment Advisor Representative working at Yosemite Capital Management in Tustin, CA and has over 16 years of experience in the finance industry.

4
Jeffery C. Hipshman
CRD#: 4621049
17501 East 17th Street, Suite 100, Tustin, CA 92780
93
Wealthminder
score

Jeffery Hipshman (CRD# 4621049) is an Investment Advisor Representative working at Yosemite Capital Management in Tustin, CA and has over 16 years of experience in the finance industry.

5
Steven C. Williams
CRD#: 4621054
17501 East 17th Street, Suite 100, Tustin, CA 92780
93
Wealthminder
score

Steven Williams (CRD# 4621054) is an Investment Advisor Representative working at Yosemite Capital Management in Tustin, CA and has over 16 years of experience in the finance industry.

6
Lawrence E. Rutherford
CRD#: 1398437
17501 East 17th Street, Suite 100, Tustin, CA 92780
90
Wealthminder
score

Lawrence Rutherford (CRD# 1398437) is an Investment Advisor Representative working at Yosemite Capital Management in Tustin, CA and has 1 year of experience in the finance industry. Lawrence Rutherford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Susan A. Mitchell
CRD#: 6532927
Rosharon, TX
88
Wealthminder
score

Susan Mitchell (CRD# 6532927) is an Investment Advisor Representative working at Yosemite Capital Management in Rosharon, TX and has 1 year of experience in the finance industry.

8
Debra B. Curry
CRD#: 1516927
17501 East 17th Street, Suite 100, Tustin, CA 92780
84
Wealthminder
score

Debra Curry (CRD# 1516927) is an Investment Advisor Representative working at Yosemite Capital Management in Tustin, CA and has over 30 years of experience in the finance industry. Debra Curry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Paul H. Heckler
CRD#: 1707829
17501 East 17th Street, Suite 201, Tustin, CA 92780
58
Wealthminder
score

Paul Heckler (CRD# 1707829) is an Investment Advisor Representative working at Yosemite Capital Management in Tustin, CA and has over 25 years of experience in the finance industry.

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