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David Russell Leckey

Yosemite Capital Management

Newport Beach, CA

CRD 7779396

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Employer firm

Yosemite Capital Management CRD 124298

$369M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Yosemite Capital Management

5120 Birch Street Suite 100, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

5120 Birch Street Suite 100, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dvm Management Laguna Hills CA 04/2013 04/2023
David Leckey Cpa, Inc. Dba Diversified Tax And Accounting Aliso Viejo CA 01/2019 Present
Yosemite Capital Management Newport Beach CA 07/2023 Present
  • 04/2013 → 04/2023
    Dvm Management
    Laguna Hills, CA
  • 01/2019 → Present
    David Leckey Cpa, Inc. Dba Diversified Tax And Accounting
    Aliso Viejo, CA
  • 07/2023 → Present
    Yosemite Capital Management
    Newport Beach, CA
Designations
  • Personal Financial Specialist

View on SEC IAPD

Nearby Firms

OKAPI CAPITAL, LLC
OCVC, LLC
MIG CAPITAL, LLC

Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

More in Newport Beach, CA

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