Texas Yale Capital provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 1–10 clients last fiscal year.
Texas Yale Capital reports 118 high-net-worth individuals. Of its assets, 100.0% ($5.62B across 118 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 118 | $5.62B | 100.0% | $47.6M |
| Total | 118 | $5.62B | 100% | $47.6M |
- Clients
- 118
- Regulatory AUM
- $5.62B
- AUM share
- 100.0%
- Avg. per client
- $47.6M
Total
- Clients
- 118
- Regulatory AUM
- $5.62B
- AUM share
- 100%
- Avg. per client
- $47.6M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Texas Yale Capital charges up to 1.50% for its Percentage of Assets Under Management. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and requires an account of at least $10,000,000.
Fee details and sources
Cheyne Pace owns 75% or more of Texas Yale Capital. The leadership team of Texas Yale Capital includes President Cheyne Pace and Chief Operating Officer Stanley Black. It has 7 employees, 4 of them in advisory roles.
Leadership
Cheyne PacePresident
Stanley BlackChief Operating Officer- Cheyne PaceChief Compliance Officer
- Cheyne PaceChief Investment Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Kelly James Collins
- Andrew Garrett Hollister
- Weston Myles Newman
Staff
- 7 employees
- 4 in advisory functions
- 5 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Texas Yale Capital Corp.
Cheyne Pace
Control person · since September 2004
Texas Yale Capital’s regulatory assets grew 2.7× from $2.05B (March 2021) to $5.62B (August 2026); clients rose from 107 to 118 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $5.62B | 118 | 7 | 4 |
| July 2025 | $4.04B | 112 | 7 | 4 |
| March 2024 | $3.45B | 101 | 6 | 5 |
| August 2023 | $2.85B | 99 | 6 | 5 |
| March 2022 | $2.45B | 117 | 7 | 4 |
| March 2021 | $2.05B | 107 | 7 | 5 |
Besides its headquarters, Texas Yale Capital has 3 offices (2 private residences, listed without an address), with 2 listed addresses in Florida.
Florida · 2 listed addresses
- 6475 1st Ave South, St. PetersburgHQ
- 6130 Central Ave, St Petersburg
Contact and registration details
- Legal name
- Texas Yale Capital Corp.
- Headquarters
- 6475 1st Ave South, St. Petersburg, FL 33707
- Website
- yalecapital.com
- Phone
- 727-823-0006
- SEC file
- 801-64116
- Structure
- Texas corporation
- Fiscal year end
- December
Texas Yale Capital uses Charles Schwab ($5.62B) as custodian for its separately managed accounts. Texas Yale Capital has custody of $1.03B in client assets for 51 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $5.62B100%
At year end, Texas Yale Capital’s separately managed accounts were mostly in stocks (75%) and bonds (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $4.61B across 512 positions; the largest are Jabil Inc. (52.6%), Bank OF Amer Corp. (3.2%) and Enterprise Prods Partners L (1.5%).
What the accounts hold
- Stocks75%
- Funds2%
- Registered funds1%
- Pooled vehicles1%
- Bonds18%
- State and local bonds12%
- U.S. government and agency bonds3%
- Investment grade corporate bonds3%
- Cash5%
Reported 13F holdings
- $4.61B
- Reported 13F value
- 512
- Positions
- 63.8%
- In the 10 largest
- +30.7%
- Value vs. prior quarter
- Jabil Inc.52.6%
- Bank OF Amer Corp.3.2%
- Enterprise Prods Partners L1.5%
- Cintas Corp.1.3%
- Apple Inc.1.1%
- Invesco Qqq TR · Unit Ser 10.9%
- Berkshire Hathaway Inc. Del · CL B New0.9%
- Home Depot Inc.0.8%
- JPMORGAN Chase & CO0.8%
- Taiwan Semiconductor Manufac · Sponsored ADS0.6%
Together, the ten largest are 63.8% of reported value.
How many clients does Texas Yale Capital have?
Texas Yale Capital has 118 clients and manages $5.62 billion for them, as of August 2026. They include 118 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 August 2026
What services does Texas Yale Capital offer?
Texas Yale Capital provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Texas Yale Capital charge?
Texas Yale Capital charges up to 1.50% for its Percentage of Assets Under Management. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and requires an account of at least $10,000,000.
Source: HIGH NET WORTH INDIVIDUALS AND FAMILIES, filed 28 August 2026
Which custodians does Texas Yale Capital use?
Texas Yale Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $5.62B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 August 2026
How many financial advisors does Texas Yale Capital have?
Texas Yale Capital has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Texas Yale Capital invest in?
At the end of its last fiscal year, Texas Yale Capital’s separately managed accounts held 75% exchange-traded equities, 12% state and local bonds, 5% cash and equivalents, 3% U.S. government and agency bonds, 3% investment grade corporate bonds, 1% registered funds (mutual funds, ETFs, BDCs) and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Texas Yale Capital have a minimum investment?
Yes, Texas Yale Capital’s minimum account size for its Percentage of Assets Under Management is $10M.
Source: HIGH NET WORTH INDIVIDUALS AND FAMILIES, filed 28 August 2026
Who owns Texas Yale Capital?
Texas Yale Capital’s direct owner is Cheyne Pace (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 August 2026
How does Texas Yale Capital get paid?
Texas Yale Capital is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Texas Yale Capital registered with the SEC?
Yes, Texas Yale Capital has been registered with the SEC as an investment adviser since 8 April 2005. Its CRD number is 126992 and its SEC file number is 801-64116.
Source: Form ADV Part 1A, Item 1, filed 28 August 2026; IAPD firm record
How do I contact Texas Yale Capital?
Texas Yale Capital’s main office is at 6475 1st Ave South, St. Petersburg, FL 33707. Its phone number is 727-823-0006. Its website is yalecapital.com.