Hedge Fund Database

COYLE CAPITAL, LLC

B&D WHITE CAPITAL COMPANY, LLC Legal Name

Adviser information for COYLE CAPITAL, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Texas, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 661 $625.9M
Non-Discretionary 0 $0
Total 661 $625.9M

Clients

Type Number RAUM
Individuals 148 $21.1M
HNW Individuals 141 $604.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-116701
SEC ERA File Number 801-116701
SEC CIK Numbers 1752523
SEC CRD Numbers 173822
Legal Entity Identifier None

Principal Office

2802 FLINTROCK TRACE
SUITE B109
LAKEWAY
TX
United States
Monday - Friday, 8:00AM-5:00PM
Tel: (512) 522-9043, Fax: (512) 647-6478

Websites

www.coylecap.com coylecap.com/1626-wealth-management/ twitter.com/coylecapital wolfretirement.com/ www.facebook.com/wolfretirement www.youtube.com/channel/uc8his26kefd8dyswlzyricw www.linkedin.com/in/wolfcfp/ www.linkedin.com/in/brandon-white-cfa-6642296

Chief Compliance Officer

BRANDON WHITE
PRESIDENT
2802 FLINTROCK TRACE
SUITE B109
LAKEWAY
TX
United States
Tel: (512) 522-9043
(Full email address available in API data)

Regulatory Contact

DUSTIN WHITE
PRINCIPAL
2802 FLINTROCK TRACE
SUITE B109
LAKEWAY
TX
United States
Tel: (214) 448-3334
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WHITE, BRANDON, EDWARD Individual – PRESIDENT & CCO 11/2014 50-75%
WHITE, DUSTIN, JOHN Individual – PRINCIPAL 11/2014 50-75%

No. Employees, Historic

105020192020202120222023202420255 on 4/26/20195 on 12/16/20195 on 1/8/20203 on 3/26/20203 on 6/12/20203 on 9/16/20203 on 9/28/20203 on 12/23/20203 on 3/26/20215 on 6/7/20215 on 3/28/20225 on 3/28/20225 on 4/5/20225 on 5/26/20225 on 3/27/20235 on 5/22/20235 on 3/26/2024

RAUM, Historic

700M350M02019202020212022202320242025115494823 on 4/26/2019115494823 on 12/16/2019115494823 on 1/8/2020135320492 on 3/26/2020135320492 on 6/12/2020135320492 on 9/16/2020135320492 on 9/28/2020135320492 on 12/23/2020191461342 on 3/26/2021191461342 on 6/7/2021314275522 on 3/28/2022314275522 on 3/28/2022314275522 on 4/5/2022314275522 on 5/26/2022299559387 on 3/27/2023299559387 on 5/22/2023625926769 on 3/26/2024

No. Clients, Historic

3001500201920202021202220232024202578 on 4/26/201978 on 12/16/201978 on 1/8/202089 on 3/26/202089 on 6/12/202089 on 9/16/202089 on 9/28/202089 on 12/23/2020110 on 3/26/2021110 on 6/7/2021217 on 3/28/2022217 on 3/28/2022217 on 4/5/2022217 on 5/26/2022247 on 3/27/2023247 on 5/22/2023289 on 3/26/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMERICAN CENTY ETF TR AVANTIS US SMALL 501K 10K –
AMERICAN CENTY ETF TR AVANTIS SHFXDINC 479K 10K –
AMERICAN CENTY ETF TR US LARGE CAP VLU 1M 18K –
AMERICAN CENTY ETF TR US EQT ETF 39M 437K –
AMERICAN CENTY ETF TR AVANTIS CORE FI 2M 54K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 371K 6K –
AMERICAN CENTY ETF TR INTL SMCP VLU 370K 6K –
AMERICAN CENTY ETF TR US SML CP VALU 9M 101K –
APPLE INC COM 3M 15K –
AT&T INC COM 191K 10K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 6K –
BROADCOM INC COM 241K 150 –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 694K 23K –
DIMENSIONAL ETF TRUST SHORT DURATION F 221K 5K –
DIMENSIONAL ETF TRUST CORE FIXED INCOM 2M 37K –
ENTERPRISE PRODS PARTNERS L COM 231K 8K –
EXCHANGE TRADED CONCEPTS TRU EMQQ EM INTERN 326K 10K –
FIDELITY COMWLTH TR NASDAQ COMPSIT 4M 51K –
FIRST TR NASDAQ 100 TECH IND SHS 2M 11K –
HERSHEY CO COM 294K 2K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 22M 110K –
INVESCO QQQ TR UNIT SER 1 9M 19K –
ISHARES TR ASIA 50 ETF 323K 5K –
ISHARES TR 0-3 MNTH TREASRY 210K 2K –
JOHNSON & JOHNSON COM 31M 213K –
MCDONALDS CORP COM 38M 147K –
MPLX LP COM UNIT REP LTD 282K 7K –
NIKE INC CL B 543K 7K –
NORTHROP GRUMMAN CORP COM 1M 3K –
PEPSICO INC COM 50M 305K –
SCHWAB STRATEGIC TR US BRD MKT ETF 1M 20K –
SCHWAB STRATEGIC TR SHT TM US TRES 207K 4K –
SCHWAB STRATEGIC TR US LCAP GR ETF 24M 235K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 3M 19K –
SELECT SECTOR SPDR TR ENERGY 3M 33K –
SELECT SECTOR SPDR TR INDL 3M 22K –
SPDR S&P 500 ETF TR TR UNIT 210M 386K –
SPDR SER TR BLOOMBERG 1-3 MO 210K 2K –
STARBUCKS CORP COM 556K 7K –
UNITED PARCEL SERVICE INC CL B 1M 9K –
VANGUARD INDEX FDS SM CP VAL ETF 1M 6K –
VANGUARD INDEX FDS GROWTH ETF 9M 24K –
VANGUARD INDEX FDS SML CP GRW ETF 399K 2K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 208K 4K –
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 351K 9K –
WISDOMTREE TR EMER MKT HIGH FD 335K 8K –