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Explore Yale Capital, our services, and important information about the firm.

About Yale Capital

Home
About Us
Our Team
Philosophy
Recognition
Contact

Who We Serve

Business Owners & Entrepreneurs
Holders of Concentrated Stock
Multi-Generational Families
Family Offices

Services

Family Office Services
Liquidity Event Planning
Tax-Efficient Asset Management
Personal CFO Services

Resources and Legal

FAQs
Glossary of Terms
Disclosures
Privacy Policy
Terms of Use

Our People

Andrew Hollister
Cheyne Pace
Jennifer Wheeler
Kelly Collins
Kimberly Marinari
Lee Obenshain
Stan Black
Weston Newman

Yale Capital Corp. is a St. Petersburg, Florida-based multi-family office and SEC-registered investment adviser (CRD #126992) managing $5.5 billion for ultra-high-net-worth families, specializing in liquidity-event planning, tax-efficient asset management, and family office services.

Yale Capital Corp. · 6475 1st Ave South · St. Petersburg, FL 33707 · (727) 823-0006 · info@yalecapitalcorp.com

Site

About
Philosophy
Recognition
FAQs
Glossary
Contact

Who We Serve

Business Owners & Entrepreneurs
Holders of Concentrated Stocks
Multi-Generational Families
Family Offices

Services

Family Office Services
Liquidity Event Planning
Tax-Efficient Asset Management
Personal CFO Services

Compliance

Form CRS
Form ADV
Disclosures
Privacy Policy
Terms of Use

Recognitions

CNBC Elite Advisors 2026
Forbes Top RIA Firms 2025
InvestmentNews 5-Star RIA 2026

About these recognitions

Yale Capital Corp does not provide legal advice or prepare tax returns; tax and estate work is coordinated with clients' own attorneys and CPAs. Registration as an investment adviser does not imply a certain level of skill or training.