CRD: 124298
Yosemite Capital Management
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-16-2000
- Office Locations
- 1
Office Locations
About Yosemite Capital Management
Yosemite Capital Management is a Newport Beach, CA fiduciary RIA providing personalized wealth management for business owners, multigenerational families, retirees, executives, women building wealth, and inheritance recipients. The firm emphasizes cash-flow, income generation, and tax efficiency, with portfolios often implemented using ETFs, public funds, and fixed income. A differentiator is its use of Private Retirement Trust (PRT) strategies for asset protection; custody includes Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
PAUL HENRY HECKLER
--
- CRD
- #1707829
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Benjamin Robert Beckstead
Wealth Manager
- CRD
- #7963492
RONALD CRAIG HUDSPETH
Wealth Advisor
- CRD
- #2504896
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $353,890,532 | $457,814 |
| Non-Discretionary | $15,136,095 | $369,173 |
| Total | $369,026,627 | $453,350 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing