Texas Yale Capital Corp. is a large advisory firm based in St. Petersburg. It manages $1.71 billion of regulatory assets for 106 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Delaware, Florida, and 5 other states.
Texas Yale Capital Corp provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Texas Yale Capital Corp. is $1.71 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 226% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Texas Yale Capital Corp. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Cheyne Clifford Pace is high net worth individuals with 106 clients and $1.71 billion of assets under management. Among the 9 most similar advisory firms, Texas Yale Capital Corp has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.71 billion for 106 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Texas Yale Capital Corp doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Cheyne Clifford Pace has been acting as President since 1 Sep 2004. Joshua Bernard Lowy joined the executive team most recently as the Principal.
The principal office where Texas Yale Capital Corp. performs its advisory services is located at 6475 1 St Ave South, St. Petersburg, FL 33707, which is also the mailing address of the firm. An additional office of the firm is in Dorado, PR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 727-823-0006 or by fax 727-502-9059. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at yalecapitalcorp.com.