Firm profile

YALE CAPITAL CORP.

ST. PETERSBURG, FLCRD 126992Latest ADV April 27, 2026

Yale Capital Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in St. Petersburg, FL.

Assets Under Management
$4.9B
Employees
7
Offices
3 offices
Total Clients
117
Primary office
ST. PETERSBURG, FL
6475 1ST AVE SOUTH, ST. PETERSBURG, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOCheyne C. Pace
CIOCheyne C. Pace

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
117

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.9Bas of April 27, 2026
Discretionary100.0%
$4.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$4.9B
Total Accounts117
10Y AUM Change+$3.3B (+210.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee17:1
10Y Employee Change-2 (-22.2%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.