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Darren Schuringa

Advisor at Yorkville Capital Management LLC

Updated today
Yorkville Capital Management LLC logo

Firm

Yorkville Capital Management LLC

Location

Fallbrook, CA

Credentials

CFA®

Industry experience

1 year

About

Darren Schuringa is a CFA® charterholder and the sole advisor at Yorkville Capital Management LLC, where he has worked since 2006. He has 20 years of industry experience. Yorkville Capital Management provides discretionary portfolio management and investment supervisory services to high-net-worth individuals and various institutional and household accounts. The firm employs proprietary risk models and asset-allocation algorithms, tactical hedging, and short selling as part of its risk-management strategy.

Client services

Based on Yorkville Capital Management LLC

Portfolio management

Expertise

Based on Yorkville Capital Management LLC

Active portfolio management Concentrated stock management

Fee options

Percentage

1.00% annually (0.25% per quarter)

Other

Account minimum: $100,000 Fee-only: Advisory fee of 1.00% annually

Location

Fallbrook, CA

Most active in

California · New York

Work history

Yorkville Capital Management

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brent L

Series 66

Temecula, CA

Granite Wealth Advisors

General retirement planning Charitable giving & philanthropy Cash flow / budgeting General estate planning guidance

Gerardo G

CFP®

Vista, CA

Confianza Wealth Management

WHY JERRY CHOSE TO BE A FINANCIAL PLANNER: His lack of financial literacy was not by choice. It was because personal finance was not taught in school or in his community. As a first-generation wealth builder, Jerry's money journey has been shaped by a profound understanding of both cultural and financial expectations. His experiences have uniquely positioned him to empathize with the challenges faced by first-generation families, inspiring a distinctive approach to financial guidance. His moment of profound solitude occurred during his transition from the Marine Corps back to civilian life. In uniform, Jerry felt in control, with camaraderie, financial stability, and a consistent salary. However, the day he left, all that stability vanished giving way to a cascade of emotions - depression, anxiety, and fear. Jerry, who had grown up facing financial hardships, relying on food stamps, and public aid, knew it was time to stop merely talking about wanting to build wealth and start acting. The realization struck deep: He needed to make a difference not just for himself, but for others facing similar issues. Motivated by a desire to help his family and friends, Jerry decided to be the guide he wished he'd had. He obtained his license, college degree, and joined a firm not only to enhance his life but the lives of other 1st-time wealth builders. After a few years of helping high net worth individuals grow their assets, Jerry felt the firm wasn't built to help families like his. In 2024, Jerry took the leap and launched Confianza Wealth Management as a guide for aspiring wealth builders. Jerry is on a mission to empower 1st-time wealth building families. Jerry wants to bridge the financial planning accessibility gap by helping these millennial families take control of their financial futures.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Founder/Business Owner Hispanic/Latino/Latinx HENRY (High Earners, Not Rich Yet) Young Families Gen Y/Millennials (Born 1980-1995)
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Terrence G

CFP®, Series 63

Oceanside, CA

Gustafson Financial Solutions

General retirement planning General tax planning College savings (529s, UTMA, etc.) Debt management
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Scott W

Series 66

Fallbrook, CA

WealthLynk, Inc.

General retirement planning Retirement income strategy Income planning
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Brad R

Series 65

Oceanside, CA

QTR Capital Management LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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Amy S

CFP®, Series 63

Valley Center, CA

Amy T. Sharp, CFP, LLC

Wealth management Passive / index investing
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