Yale Capital Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Yale Capital Corp. provides investment management and financial planning to high‑net‑worth individuals and families, private investment funds, and U.S. institutions through separately managed accounts holding exchange‑traded securities, bonds and tax‑advantaged holdings such as master limited partnerships. The firm generally manages assets on a discretionary basis, counts accounts at the household level, and maintains a stated account minimum of $10,000,000 with discretionary waivers.
The firm customizes portfolios using fundamental analysis and emphasizes dividend‑bearing and tax‑efficient asset classes while seeking to limit turnover to reduce trading costs and tax impact. Yale employs tax‑sensitive techniques such as cross‑trading and provides specialized assistance with restricted securities and transitions following company sales.
Distinctively for a multi‑team adviser, Yale offers negotiated performance‑based fee arrangements for qualified clients and may act as general partner for client‑related limited partnerships, rather than offering fixed‑fee billing. The firm manages over $5.6 billion across a relatively small number of households (118), yielding a high average account size; Yale discloses related conflicts from its fee arrangements and describes procedures intended to address those conflicts.
Client services
Expertise
Occupation focus
Fee options
0% to 1.5% annually, fees are negotiated individually depending on account and services
Performance-based fees may be charged upon client request and negotiation with qualified clients.
Account minimum: $10,000,000 Fee-only: Annual fees charged as a percentage of assets under management, range from 0% to 1.5%, negotiated per client.
Main office
See office6475 1st Ave South
St. Petersburg FL 33707
Advisors at this office
4
Offices (2)
Most active in
California · Delaware · Florida · Louisiana · Nebraska · Tennessee · Texas
Also doing business as
Ivy Advisors, Inc. · Ivy Advisors, LLC · Texas Yale Capital Corp. · Yale Capital Corp.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kelly C
Series 63, Series 65
St. Petersburg, FL
Yale Capital Corp.
Kelly Collins is a financial advisor at Yale Capital Corp. with 11 years of industry experience. He holds Series 63 and Series 65 credentials. Collins previously worked at Transamerica Financial Advisors and Allstate Financial Services. Yale Capital Corp. provides investment management and financial planning to high-net-worth individuals, private investment funds, and U.S. institutions. The firm employs a fundamental analysis approach, emphasizing dividend-bearing and tax-efficient asset classes while using tax-sensitive techniques to manage portfolios.
Stanley B
Series 66
St. Petersburg, FL
Yale Capital Corp.
Stanley Black is a financial advisor at Yale Capital Corp. with 15 years of industry experience. He holds a 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 manages timber land for investment and recreational use. Yale Capital Corp. serves high-net-worth individuals, families, private investment funds, and U.S. institutions by providing investment management and financial planning through separately managed accounts. The firm focuses on fundamental analysis, tax-efficient asset classes, and customized portfolios while offering discretionary management and negotiated performance-based fees for qualified clients.
Weston N
CFA®, Series 63, Series 65
St. Petersburg, FL
Yale Capital Corp.
Weston Newman is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Yale Capital Corp., where he has worked since 2017, following roles at Goodpasture Gray and HSBC Securities (USA) Inc. Yale Capital Corp. provides investment management and financial planning to high-net-worth individuals, private investment funds, and U.S. institutions. The firm focuses on customized portfolios using fundamental analysis, emphasizing dividend-bearing and tax-efficient assets while employing tax-sensitive strategies to manage trading costs and tax impact.
Cheyne P
Series 63, Series 65
St. Petersburg, FL
Yale Capital Corp.
Cheyne Pace is a financial advisor at Yale Capital Corp. with 27 years of industry experience. He has been with Yale Capital since 2004 and holds Series 63 and Series 65 licenses. Outside of advising, he serves as a managing member of Gatorbulldog LLC, a commercial real estate and vehicle ownership business. Yale Capital Corp. provides investment management and financial planning services to high-net-worth individuals, private investment funds, and U.S. institutions, focusing on tax-efficient, dividend-bearing securities and employing fundamental analysis with customized portfolios. The firm manages assets on a discretionary basis and offers negotiated performance-based fee arrangements for qualified clients.
Andrew H
Series 65
Elgin, TX
Yale Capital Corp.
Andrew Hollister is a Series 65-registered financial advisor at Yale Capital Corp. in Elgin, TX, with 18 years of industry experience. He has been with Yale Capital Corp. since 2007. Outside of his advisory work, Hollister is a managing member of several residential real estate and vehicle ownership companies in Texas. Yale Capital Corp. provides investment management and financial planning services to high-net-worth individuals, families, private investment funds, and U.S. institutions. The firm focuses on fundamental analysis, tax-efficient asset classes, and customized portfolio management, typically serving clients with discretionary accounts and a minimum household balance of $10 million.
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