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firm profile

Yale Capital Corp.

RIA St Petersburg, FL CRD 126992 Last verified October 2026

Overview

Yale Capital Corp. is an SEC registered investment adviser based in St Petersburg, FL, registered since 2005. It reports $5.6B in assets under management across 118 accounts, with 7 employees. It has 5 investment adviser representatives.

Reported AUM
$5.6B
Discretionary
100%
Accounts
118
Average account
$47.6M
Employees
7
Advisory reps
5
Registered since
2005
Jurisdictions
7

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Portfolio Management for Businesses or Institutional Clients
Client types
  • High Net Worth Individuals
Fee structure
Percentage of Assets

Executive officers 2 of 2

Advisory reps 3 of 5

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters
6475 1st Ave S
St Petersburg, FL 33707
County
Pinellas
Metro area
Tampa-St. Petersburg-Clearwater, FL
Region
South

Registrations

Every state, with registration dates

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