RIA Intel›Advisers›California›YOAKUM, JEFFREY

YOAKUM, JEFFREY

Advisory

CA

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in CA
#2,905
of 5,480 advisers by AUM
Average account
$817K
across 109 accounts
AUM per adviser
$89M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM
$89M
Discretionary %
100%
Clients
51
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$89M
Discretionary AUM$89M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients51
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

TETRAD CAPITAL LLC
LOS ANGELES, CA
$89M
+232.9% 1Y
BERGER & ASSOCIATES LLC
BEVERLY HILLS, CA
$89M
+10.8% 1Y
SLRA, INC.
DANVILLE, CA
$89M
-56.4% 1Y
WEALTHCARE ALLIANCE, INC.
WESTLAKE VILLAGE, CA
$89M
-10.7% 1Y
EMERALD BLUE ADVISORS INC.
LAGUNA HILLS, CA
$89M
FAVOR WEALTH ADVISORS, LLC
PASADENA, CA
$89M

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