Yale Capital Corp.

Overview

Texas Yale Capital Corp. operates as a multi-family office for ultra-high-net-worth families.⁹ The firm also serves business owners and entrepreneurs before, during, and after company sales or other liquidity events.¹¹

History

Lee Obenshain is listed as a Co-Founder of Texas Yale Capital Corp.²¹

Leadership

Cheyne Pace is Chairman, President, and Chief Investment Officer.¹⁵ Stan Black is Chief Operating Officer.¹⁶ Andrew Hollister is Principal.¹⁷ Weston Newman, CFA, is Vice President.¹⁸ Jennifer Wheeler is Compliance Manager.¹⁹ Kelly Collins and Kimberly Marinari are members of the Client Services team.²⁰

Services

The firm describes services including investment management, complex tax strategy, estate coordination, reporting, and personal-CFO administration.¹⁰ Its reported services include financial planning.⁵ Texas Yale Capital Corp. reports portfolio management for individuals and small businesses, as well as portfolio management for other businesses and institutional clients.⁶⁷ For clients with concentrated stock positions, the firm describes diversification, hedging, borrowing, and charitable strategies.¹² Compensation is reported as a percentage of assets under management.⁸

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Philanthropy
• Administration and bill pay
• Business owner services

Client focus

Texas Yale Capital Corp. identifies ultra-high-net-worth families as its multi-family-office clients.⁹ The firm says it serves business owners and entrepreneurs around company sales and other liquidity events.¹¹ Its regulatory filing reports 118 high-net-worth individual clients.⁴

Investment philosophy and approach

The firm says its investment philosophy emphasizes diversified asset allocation, tax management, and reasonable fees.¹³ It describes a long-term, endowment-style approach informed by academic research, discipline, and diversification.¹⁴

Assets and minimums

As of August 28, 2026, Texas Yale Capital Corp. reported $5,621,296,070 in total regulatory assets under management, all discretionary, across 118 accounts.³

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Florida

  The Florida multifamily office directory helps a St. Petersburg reader compare firms serving wealthy families across the state. It provides a starting point for reviewing differences in investment management, planning, administration, philanthropy, and business owner services when considering an adviser for family or company needs.

• Network siteCapitalGainsTax.com

  CapitalGainsTax.com offers guides on capital gains taxes and planning approaches. These materials may help an ultra-high-net-worth family or business owner prepare questions about investment sales, concentrated holdings, charitable giving, and tax planning before discussing those topics with an investment adviser.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Readers can use it to learn how families organize investment management, philanthropy, administration, and other household or business needs when assessing whether an adviser's service mix fits their situation.

• DataMFO registration status data

  The MFO registration status page provides data for checking registration details associated with multifamily offices. For someone reviewing a Florida based adviser, it can support basic due diligence on regulatory status and help frame questions about how investment management and planning services are structured.

• Similar firmsLegacy Family Office, LLC
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  Profiles for Legacy Family Office, LLC, Adi Dassler International Family Office, and Certuity offer nearby comparison points on this site. Reviewing these firms can help a family or business owner compare service categories, client focus, and geographic context alongside Texas Yale Capital Corp.'s stated offerings.

Sources

1. Form ADV, CRD 126992 , accessed/as of August 28, 2026.
2. Form ADV, principal office , accessed/as of August 28, 2026.
3. Form ADV, regulatory assets , accessed/as of August 28, 2026.
4. Form ADV, client information , accessed/as of August 28, 2026.
5. Form ADV, services , accessed/as of August 28, 2026.
6. Form ADV, individual and small-business portfolio management , accessed/as of August 28, 2026.
7. Form ADV, business and institutional portfolio management , accessed/as of August 28, 2026.
8. Form ADV, compensation , accessed/as of August 28, 2026.
9. Yale Capital Corp. , accessed October 23, 2026.
10. Personal-CFO services , accessed October 23, 2026.
11. Business owners , accessed October 23, 2026.
12. Concentrated stock positions , accessed October 23, 2026.
13. Investment philosophy , accessed October 23, 2026.
14. About Yale Capital Corp. , accessed October 23, 2026.
15. About the team , accessed October 23, 2026.
16. About the team , accessed October 23, 2026.
17. Andrew Hollister , accessed October 23, 2026.
18. Weston Newman , accessed October 23, 2026.
19. About the team , accessed October 23, 2026.
20. About the team , accessed October 23, 2026.
21. About Yale Capital Corp. , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.