Boyle Capital
Firm details
- Headquarters
- West Des Moines, Iowa
- CRD number
- 132416
- Registered since
- May 21, 2007
- Website
- www.boylecapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Chief Operating OfficerCRD 4593288
Contacts
3 of 3
Emily Koonce
Associate Wealth AdvisorCRD 7262777

Brian Boyle
President and Portfolio ManagerCRD 4193046
David Merritt
Investment Adviser RepresentativeCRD 3109390
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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