COYLE CAPITAL, LLC
Firm details
- Headquarters
- LAKEWAY, Texas
- CRD number
- 173822
- Registered since
- May 28, 2019
- Website
- coylecap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.95%
- Individuals2.71%
- Corporations / Businesses0.34%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Coyle Capital, LLC is an independent registered investment adviser established in 2019 and organized as an LLC with individual ownership. The firm manages portfolios primarily on a percentage-of-AUM fee basis and serves both individuals/families and some institutional clients. Its stated advisory activity is portfolio management for individuals and small businesses. Coyle Capital is not registered as a multi-state adviser, does not identify as an active ESG investor, and does not operate as a capital allocator; instead it relies on third-party managers and public fund vehicles to build client portfolios.
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
- Public Funds/Mutual Funds74%
- Exchange Traded Equities21%
- US Government Bonds3%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1DUSTIN WHITE
Co-Founder & COOCRD 6449625
Contacts
3 of 5MATTHEW GRIFFITH
Wealth Management AdvisorCRD 4175049
SASA SAVKOVIC
Senior Vice PresidentCRD 7330348
BRANDON WHITE
PresidentCRD 4578494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$641M in ETFs
27%
$174M
73%
$467M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $81.4M | 732,440 | 12.70% |
Location
LAKEWAY, TX
TRAVIS
Location
LAKEWAY, TX
Headquartered in LAKEWAY, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 2802 Flintrock Trce
- Time zone
- CT (UTC-6)
- Office locations
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