Yash Deshpande
Aureus Capital · Charlotte, North Carolina
Yash Deshpande is a fee-only financial advisor at Aureus Capital in Charlotte, North Carolina. Aureus Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Aureus Capital |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.8M across 29 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7362819 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Yash's firm compares
- Aureus Capital's average account is about $132,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Yash
Is Yash Deshpande a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Yash holds no broker registration, and Aureus Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Yash charge for financial advice?
Yash's firm, Aureus Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Yash Deshpande based?
Yash Deshpande is based in Charlotte, North Carolina.
Is Yash Deshpande registered with the SEC?
Yes. Yash Deshpande is registered as an investment adviser representative in NC (CRD 7362819), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aureus Capital manage?
Aureus Capital reports $3.8M across 29 accounts in assets under management.
How do I contact Yash Deshpande?
Contact details aren't on file yet. Search for Aureus Capital.
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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