Elgin, TX Office

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.