YOSEMITE CAPITAL MANAGEMENT, LLC

YOSEMITE CAPITAL MANAGEMENT
NEWPORT BEACH, California·6 registered advisors·CRD# 124298
SEC# 801-623741714-730-3310
01

Firm Overview

AUM
$310M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at YOSEMITE CAPITAL MANAGEMENT, LLC

6 registered advisors
Curtis Eugene Campbell
NEWPORT BEACH, California
Gerald Edward Herter
TUSTIN, California
Jeffery Claude Hipshman
NEWPORT BEACH, California
Marilyn Mercado Millare
TUSTIN, California
Paul Henry Heckler
NEWPORT BEACH, California
Steven Craig Williams
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
4 advisors
TUSTIN, California
2 advisors

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Data sourced from SEC Form ADV filings. YOSEMITE CAPITAL MANAGEMENT, LLC (CRD# 124298) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.