St. Petersburg, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Yale Capital Corp.
Multi-team
Firm-wide stats for Yale Capital Corp.
Clients per advisor
24 Very LowAvg AUM per client
$47,638,102 Very HighHNW client ratio
100% Very HighAbout
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.
Based on Yale Capital Corp.
Expertise
Based on Yale Capital Corp.
Location
6475 1st Ave South
St. Petersburg FL 33707
Advisors at this office
4
Advisors at this office
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)