Investment adviser representative · Yosemite Capital Management
Lawrence E. Rutherford
CRD 1398437 · Newport Beach, CA
At a glance
Lawrence E. Rutherford is an investment adviser representative with Yosemite Capital Management in Newport Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lawrence’s SEC record dates to 2006, about 19 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Yosemite Capital ManagementSince September 2025Newport Beach, CA · $369M in regulatory assets
- Cw Advisors, LLCSince September 2026Irvine, CA · $15B in regulatory assets
SEC adviser record
- Registered since
- 2006 (19 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lawrence’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.