Boyle Capital

RIASEC RegisteredEst. 2007
Total AUM
$342M
Discretionary
$250M
73% of AUM
Avg account
$234K
Accounts
1,462
Employees
5
Advisory reps
4

Firm details

Headquarters
West Des Moines, Iowa
CRD number
132416
Registered since
May 21, 2007
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • HNWI65.94%
  • Individuals29.68%
  • Corporations / Businesses4.38%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Boyle Capital is an independent registered investment adviser organized as a limited liability company and in operation since 2007. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee arrangements include a percentage-of-AUM component, hourly charges, and performance-based fees. Investment activity is equity‑oriented but broad in scope. Boyle Capital reports an ESG investing posture, indicating environmental, social, and governance considerations are incorporated into at least some investment decisions. The firm does not position itself as a capital allocator and is not listed as a multi‑state adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 32%, Non-Exchange Traded Equities 32%, Public Funds/Mutual Funds 22%, Cash & Cash Equivalents 10%, US Government Bonds 2%, Investment Grade Corp Bonds 1%, Private Funds 1%32%
  • Exchange Traded Equities32%
  • Non-Exchange Traded Equities32%
  • Public Funds/Mutual Funds22%
  • Cash & Cash Equivalents10%
  • US Government Bonds2%

Owners & executives

1 of 1
  • Ryan O'hare

    Ryan O'hare

    Chief Operating OfficerCRD 4593288

Contacts

3 of 3
  • Emily Koonce

    Emily Koonce

    Associate Wealth AdvisorCRD 7262777

  • Brian Boyle

    Brian Boyle

    President and Portfolio ManagerCRD 4193046

  • David Merritt

    Investment Adviser RepresentativeCRD 3109390

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

West Des Moines, IA

Polk

Location

West Des Moines, IA

Headquartered in West Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area
Des Moines-Ames-West Des Moines, IA
Region
Midwest
County
Polk
Address
1230 Office Plaza Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth