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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 30, 2025 and August 28, 2026, reported AUM increased 39.0%, from $4.0B to $5.6B.
Across 5 reported observations, AUM increased 129.4% between March 29, 2022 and August 28, 2026, from $2.5B to $5.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 118 clients, or 29.5 clients per representative. That equates to $47.6M in reported AUM per client.
The profile lists 2 reported office locations and 21 years in operation. The source data was last updated on August 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Yale Capital Corp. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHEYNE CLIFFORD PACE
Chairman, President, and CIO
- CRD
- #2526747
- Ownership
- 75% or more
STANLEY HOLLAND BLACK
Advisor, CHIEF OPERATING OFFICER
- CRD
- #4757381
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KELLY JAMES COLLINS
Client Services
- CRD
- #6250476
ANDREW GARRETT HOLLISTER
Investment Advisor Representative
- CRD
- #5510125
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,621,296,070 | $47,638,102 |
| Non-Discretionary | $0 | -- |
| Total | $5,621,296,070 | $47,638,102 |
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Separately Managed Accounts
SMA allocation detail is available
Yale Capital Corp. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Yale Capital Corp.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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