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 SEC-registered investment advisor that has operated since 2005 and is owned by an individual. The firm concentrates on serving individual and family clients, charging fees as a percentage of assets under management. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and institutional or business clients. Yale Capital reports it is not an active ESG investor and does not identify as a capital allocator. The firm received recognition from CNBC in 2026 as an Elite Advisor, reflecting external visibility among wealth-management peers.
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 187Active vs passive
$584M in ETFs
97%
$566M
2%
$18.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $43.5M | 59,124 | 7.45% |
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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