This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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 May 7, 2026, reported AUM increased 21.8%, from $4.0B to $4.9B.
Across 5 reported observations, AUM increased 100.9% between March 29, 2022 and May 7, 2026, from $2.5B to $4.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 117 clients, or 29.3 clients per representative. That equates to $42.1M in reported AUM per client.
The profile lists 2 reported office locations and 21 years in operation. The source data was last updated on May 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Yale Capital Corp.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
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
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #2526747
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 | Q1 2026
Review the latest reported holdings
Yale Capital Corp.'s 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing