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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Yosemite Capital Management financial advisors in California

Every SEC-registered investment adviser representative at a Yosemite Capital Management office in California, by city and A to Z.

The short answer

6 registered advisors work at Yosemite Capital Management in California, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Newport Beach (6). 2 list the CFP designation and 0 are also registered broker representatives.

Yosemite Capital Management advisors by city in California

Every firm in California →

Newport Beach 6

Yosemite Capital Management advisors in California, A to Z

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Questions

How many Yosemite Capital Management financial advisors are in California?

6 investment adviser representatives are registered at Yosemite Capital Management offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Yosemite Capital Management have the most advisors?

Newport Beach, with 6. Yosemite Capital Management has advisors in 1 city in California.

How do I check a Yosemite Capital Management advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Yosemite Capital Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.