BOYLE CAPITAL

Overview

Boyle Capital is an independent registered investment adviser focused on fee-based financial planning and portfolio management for individuals, families and institutional clients. The firm shows a clear preference for equities, with a substantial portion of client assets held in exchange-traded instruments. Boyle Capital lists ESG as an active consideration in its investment process, which suggests integration of environmental, social and governance factors when selecting stocks, ETFs or third-party managers. Service lines include holistic financial planning and discretionary portfolio management for individuals and small businesses as well as advisory mandates for institutional or business clients. The firm charges a mix of percentage-of-AUM fees, hourly charges and performance-based fees, reflecting a willingness to run both traditional advisory accounts and more specialized, performance-oriented arrangements. Boyle Capital uses Charles Schwab & Co., Inc. as its primary custodian, and it maintains multiple offices to support client relationships and business operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices