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Jeremiah Jinsoo Yi

Investment adviser representative at Cambier Capital, LLC
10 yearsExperience
2 statesRegistered in
$165.5MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Cambier Capital, LLCApr 2026 to now
  2. 2642 Capital, LLCApr 2026 to now
  3. Alps Distributors, Inc.Feb 2025 to Feb 2026
  4. Pt Asset Management LLCMar 2022 to Feb 2026
  5. Performance Trust Capital Partners LLCMar 2022 to Jan 2025
  6. CressetSep 2021 to Mar 2022
  7. Compass MortgageMay 2020 to Sep 2021
  8. Priority HealthMay 2019 to Aug 2019
  9. PumpkinOct 2018 to Dec 2018
  10. Wheaton CollegeApr 2016 to May 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (FL, IL).

Cambier Capital, LLC

$165.5MAssets managed
93Clients
4Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7521760
Firm CRD
341216
Advisor's SEC record (opens in a new tab)
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