Ronald Hudspeth
Yosemite Capital Management · Newport Beach, California
Ronald Hudspeth is a fee-only financial advisor at Yosemite Capital Management in Newport Beach, California. Yosemite Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Yosemite Capital Management |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $369.0M across 814 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2504896 |
| Exams passed | Series 63 (1994) · Series 65 (2000) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.yosemitecapital.com |
| Profile |
How Ronald's firm compares
- Yosemite Capital Management's average account is about $453,000, from its Form ADV (assets managed divided by 814 accounts).
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Questions about Ronald
Is Ronald Hudspeth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and Yosemite Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ronald charge for financial advice?
Ronald's firm, Yosemite Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ronald Hudspeth based?
Ronald Hudspeth is based in Newport Beach, California.
Is Ronald Hudspeth registered with the SEC?
Yes. Ronald Hudspeth is registered as an investment adviser representative in CA and TX (CRD 2504896), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Yosemite Capital Management manage?
Yosemite Capital Management reports $369.0M across 814 accounts in assets under management.
How do I contact Ronald Hudspeth?
Through Ronald's website, www.yosemitecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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