YALE CAPITAL CORP.
Firm details
- Headquarters
- ST PETERSBURG, Florida
- CRD number
- 126992
- Registered since
- April 8, 2005
- Website
- www.yalecapitalcorp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Yale Capital Corp. is an independent, privately owned registered investment adviser that provides fee-based wealth management primarily to individuals and families. The firm is organized as a corporation and has been SEC-registered since 2005. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Compensation is charged as a percentage of assets under management. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- State & Local Bonds12%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- Investment Grade Corp Bonds3%
Contacts
3 of 5ANDREW HOLLISTER
PrincipalCRD 5510125
STANLEY BLACK
Portfolio ManagerCRD 4757381
CHEYNE PACE
FounderCRD 2526747
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 181Active vs passive
$513M in ETFs
97%
$495M
2%
$18M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $34.5M | 59,807 | 6.73% |
Location
ST PETERSBURG, FL
PINELLAS
Location
ST PETERSBURG, FL
Headquartered in ST PETERSBURG, FL, in the South of the United States.
- Region
- South
- County
- PINELLAS
- Address
- 6475 1st Ave S
- Time zone
- ET (UTC-5)
- Office locations
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