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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-08-2004
- Office Locations
- 2
Office Locations
About Yale Capital Corp.
Yale Capital Corporation is an independent RIA serving high-net-worth individuals and families with tailored portfolio management and ongoing wealth guidance. Portfolios are overseen by a CIO trained in Modern Portfolio Theory at Yale School of Management and are implemented largely using ETFs. Clients receive quarterly performance reporting, can verify results via Charles Schwab custody, and can request customized reports that can be shared with outside counsel for proactive planning.
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Owner & Executives
CHEYNE CLIFFORD PACE
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #2526747
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STANLEY HOLLAND BLACK
Advisor
- CRD
- #4757381
KELLY JAMES COLLINS
Client Services
- CRD
- #6250476
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,924,925,863 | $42,825,442 |
| Non-Discretionary | $0 | -- |
| Total | $4,924,925,863 | $42,825,442 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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