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YALE CAPITAL CORP.
Legal name: TEXAS YALE CAPITAL CORP.
CRD 126992File 801-64116
APPROVED
Retail clients
Custody
Filing as of May 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.92B
Top 25% of cohort (national)
Discretionary AUM
$4.92B
Clients
117
115 accounts
Employees
7
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 8, 2005
- Principal office
- 6475 1ST AVE SOUTH, ST. PETERSBURG, FL, 33707
- Phone
- 727-823-0006
- Website
- HTTP://WWW.YALECAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.92B
- Discretionary AUM
- $4.92B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 115
- Non-discretionary accounts
- 0
- Total accounts
- 115
- AUM per client
- $42.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 117 | $4.92B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.