Andrew
Hollister

Yale Capital Corp

CRD#5510125
Investment Advisor
in Austin, TX

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About this Advisor

Andrew Hollister is a financial advisor based in Austin, Texas, working with Yale Capital Corp. Andrew has previously held a position at Yale Capital Corp. Andrew has passed the Series 65 regulatory exam and is registered to provide services in California, Florida, and Texas. Currently, Andrew is part of Yale Capital Corp, which operates out of Austin, Texas. The firm has 4 offices and 6 employees. The firm manages assets totaling $3.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Yale Capital Corp includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Austin, TX

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Yale Capital Corp Brokerage Details

Total Assets Under Management

$3,454,023,737

TX Average: $1,855,561,029
Total Number of Employees

6

TX Average: 62
Total Number of Accounts

101

TX Average: 2,474
Average Account Size

$34,198,255

TX Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Andrew Hollister Work History

2007 - Present (17 years)

Yale Capital Corp

Disclosures

Please visit the SEC profile of Andrew Hollister to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Yale Capital Corp

Weston Newman
Saint Petersburg, FL
Stanley Black
Saint Petersburg, FL
Kelly Collins
Saint Petersburg, FL
Andrew Hollister
Austin, TX
Cheyne Pace
Saint Petersburg, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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