# Yoshi Advisory

> Yoshi Advisory is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 339574
- Filed as: YOSHI ADVISORY
- Legal name: Yoshi Advisory LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339574
- AdvisorCensus page: https://advisorcensus.com/firm/yoshi-advisory-san-francisco-ca-339574

## Quick answers

**How is Yoshi Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Yoshi Advisory reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Yoshi Advisory located?**
Yoshi Advisory's principal office is in San Francisco, CA, according to its Form ADV.

**Is Yoshi Advisory registered with the SEC or a state?**
Yoshi Advisory is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 339574.

**How much does Yoshi Advisory manage?**
Yoshi Advisory reports $0 in regulatory assets under management in its Form ADV filing dated September 9, 2026.

**Does Yoshi Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339574

**Does Yoshi Advisory state an account minimum?**
Its Form ADV Part 2A brochure dated August 26, 2026 says: "Currently, there is no minimum investment to open or maintain an account with Yoshi."

**What changed in Yoshi Advisory's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 26, 2026)

- Account minimum: None

> Currently, there is no minimum investment to open or maintain an account with Yoshi.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 11 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- yoshi.ai

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Yoshi Advisory (CRD 339574): Form ADV filing data as of October 2026.