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Yale Capital Corp.

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Client assets under management

$4,924,925,863

Clients

117

100% high-net-worth

Advisors

5

of 7 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

23

Very Low

Average account size

$42,093,383

About

Yale Capital Corp. provides portfolio management and financial planning primarily to high‑net‑worth families, private investment funds, and U.S. institutions. The firm manages exchange‑traded securities and bonds and offers specialized support for tax‑advantaged holdings, including a stated focus on master limited partnerships and assistance with restricted securities and proceeds from company sales.

The firm customizes strategies on a discretionary or non‑discretionary basis, using fundamental analysis and an emphasis on dividend‑bearing and tax‑efficient asset classes while continuously monitoring client portfolios. It employs tax‑aware techniques such as cross‑trades and tax‑loss realization and can act as general partner for client‑related limited partnerships when requested.

Distinctive features include the availability of performance‑based (incentive) fee arrangements for qualified clients and a formal $10 million account minimum that the firm may waive only in limited circumstances, reflecting a concentrated focus on very high‑net‑worth relationships. Yale Capital is owner‑operated, manages several billion dollars on a discretionary basis, and documents procedures (including annual independent examinations for certain client partnerships) to address custody and allocation conflicts that can arise from its more specialized services.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments

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Fee options

Percentage

Negotiated between 0% and 1.5% annually depending on account and work involved

Performance-based

Performance-based fees may be charged upon client request and are subject to individual negotiation

Other

Account minimum: $10,000,000 Fee-only: 0% to 1.5% of assets under management, negotiated per client

Main office location

Yale Capital Corp.

6475 1 St Ave South

St. Petersburg FL 33707, United States

Number of offices

4

Most active in

California · Delaware · Florida · Louisiana · Nebraska · Tennessee · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Kelly C

Series 63, Series 65

St. Petersburg, FL

Yale Capital Corp.

Kelly Collins is a financial advisor at Yale Capital Corp. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors and World Financial Group. Yale Capital Corp. provides discretionary and non-discretionary investment management and financial planning to high-net-worth individuals, private investment funds, and U.S. institutions, managing approximately $4.04 billion across 112 household accounts. The firm emphasizes dividend-bearing and tax-efficient asset classes, customizing portfolios through fundamental analysis and maintaining a focus on very large household relationships.

Private / alternative investments
user avatar

Stanley B

Series 66

St. Petersburg, FL

Yale Capital Corp.

Stanley Black is a financial advisor at Yale Capital Corp. with 14 years of industry experience. He holds the Series 66 designation and has been with Yale Capital since 2013. Outside of his advisory role, he is a managing member of TUIB, LLC, which oversees timber land used for investment and recreational purposes. Yale Capital Corp. provides investment management and financial planning services to high-net-worth individuals, families, private funds, and U.S. institutions, managing approximately $4.04 billion across 112 household accounts. The firm emphasizes tax-efficient, dividend-bearing assets and offers customized portfolios with a focus on minimizing turnover and tax costs.

Private / alternative investments
user avatar

Weston N

CFA®, Series 63, Series 65

St. Petersburg, FL

Yale Capital Corp.

Weston Newman is a CFA® charterholder with 10 years of industry experience. He is currently with Yale Capital Corp. in St. Petersburg, FL, where he has worked since 2020. Prior to that, he was employed at Goodpasture Gray and HSBC Securities (USA) Inc. Yale Capital Corp. provides discretionary and non-discretionary investment management and financial planning services primarily to high-net-worth individuals and families, private investment funds, and U.S. institutions. The firm emphasizes dividend-bearing and tax-efficient asset classes with customized portfolios and manages over $4 billion across approximately 112 household accounts.

Private / alternative investments
user avatar

Cheyne P

Series 63, Series 65

St. Petersburg, FL

Yale Capital Corp.

Cheyne Pace is a financial advisor at Yale Capital Corp. with 26 years of industry experience. He has been with Yale Capital since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing member of Gatorbulldog LLC, a commercial real estate and vehicle ownership business. Yale Capital Corp. provides discretionary and non-discretionary investment management and financial planning primarily to high-net-worth individuals, families, private investment funds, and U.S. institutions. The firm emphasizes customized portfolios through fundamental analysis, focusing on dividend-bearing and tax-efficient asset classes while managing approximately $4.04 billion across 112 household accounts.

Private / alternative investments
user avatar

Andrew H

Series 65

Elgin, TX

Yale Capital Corp.

Andrew Hollister is a financial advisor at Yale Capital Corp. with 17 years of industry experience. He holds a Series 65 designation and has been with Yale Capital since 2007. Outside of his advisory role, he is a managing member of several residential real estate and vehicle ownership businesses in Texas. Yale Capital Corp. provides investment management and financial planning services primarily to high-net-worth individuals, families, private investment funds, and U.S. institutions. The firm emphasizes tax-efficient, dividend-bearing portfolios and manages roughly $4.04 billion across 112 household accounts.

Private / alternative investments
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