Yale Capital Corp.
St. Petersburg, FL·SEC-registered · CRD #126992
Yale Capital Corp. is an SEC-registered investment advisory firm in St. Petersburg, FL managing $4.9B across 115 client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.9B
Client accounts
115
Advisory staff
4
Fee model
Fee-only
How Yale Capital Corp. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Yale Capital Corp.
How much does Yale Capital Corp. manage?
Per its most recent SEC Form ADV filing (05/07/2026), Yale Capital Corp. reports $4.9B in regulatory assets under management across roughly 115 client accounts.
How does Yale Capital Corp. charge?
Yale Capital Corp. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Yale Capital Corp. a fiduciary?
Yes. Yale Capital Corp. is registered with the U.S. Securities and Exchange Commission (CRD #126992), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Yale Capital Corp. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Yale Capital Corp. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Yale Capital Corp.'s public SEC Form ADV filing (CRD #126992, filed 05/07/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Yale Capital Corp.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Yale Capital Corp.? Claim this profile.