← Back to searchVisit website
YALE CAPITAL CORP.
TEXAS YALE CAPITAL CORP.
CRD 126992 · SEC 801-64116
6475 1ST AVE SOUTH, ST. PETERSBURG, FL, 33707, United States
Phone
727-823-0006
Fax
727-502-9059
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.92B
Discretionary AUM
$4.92B
Team
7 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 117 | $4.92B |
States served
CA, DE, LA, NE, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD