← Directory
YALE CAPITAL CORP.
Legal name: TEXAS YALE CAPITAL CORP.
CRD 126992File 801-64116
APPROVED
Retail clients
Custody
Filing as of Aug 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.62B
Top 25% of cohort (national)
Discretionary AUM
$5.62B
Clients
118
118 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
- $5.62B
- Discretionary AUM
- $5.62B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 118
- Non-discretionary accounts
- 0
- Total accounts
- 118
- AUM per client
- $47.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 118 | $5.62B |
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 | Change |
|---|---|---|---|---|
| Aug 29, 2026 | Clients | 117 | 118 | increased by1 |
| Aug 29, 2026 | AUM | $4,924,925,863 | $5,621,296,070 | increased by$696,370,207 |
| Aug 29, 2026 | Accounts | 115 | 118 | increased by3 |
| Jun 1, 2026 | Accounts | 117 | 115 | decreased by2 |
| Apr 1, 2026 | Clients | 112 | 117 | increased by5 |
| Apr 1, 2026 | AUM | $4,043,423,072 | $4,924,925,863 | increased by$881,502,791 |
| Apr 1, 2026 | Accounts | 112 | 117 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 117 | 112 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,450,907,779 | $4,043,423,072 | increased by$1,592,515,293 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 117 | 112 | decreased by5 |
| Apr 1, 2022 | Clients | 107 | 117 | increased by10 |
| Apr 1, 2022 | AUM | $2,045,427,322 | $2,450,907,779 | increased by$405,480,457 |
| Apr 1, 2022 | Accounts | 107 | 117 | increased by10 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “YALE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“YALE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.