Coyle Capital, LLC

RIASEC RegisteredEst. 2019
Total AUM
$925M
Discretionary
$925M
100% of AUM
Avg account
$1.3M
Accounts
735
Employees
7
Advisory reps
6

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

FINTRX

Overview

Coyle Capital, LLC is an independent, SEC‑registered registered investment adviser formed as an LLC in 2019 and owned by an individual principal. The firm provides portfolio management primarily for individuals, families and small businesses and charges fees based on a percentage of assets under management. Filings indicate Coyle is not positioned as a capital allocator, is not an active ESG investor, and is not registered as a multi‑state adviser in its snapshot data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Public Funds/Mutual Funds 74%, Exchange Traded Equities 21%, US Government Bonds 3%, State & Local Bonds 1%, Cash & Cash Equivalents 1%74%
  • Public Funds/Mutual Funds74%
  • Exchange Traded Equities21%
  • US Government Bonds3%
  • State & Local Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1

  • Dustin White

    Co-Founder & COOCRD 6449625

Contacts

3 of 5
  • Matthew Griffith

    Matthew Griffith

    Wealth Management AdvisorCRD 4175049

  • Sasa Savkovic

    Sasa Savkovic

    Senior Vice PresidentCRD 7330348

  • Brandon White

    Brandon White

    PresidentCRD 4578494

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 62

Active vs passive

$842M in ETFs

Passive

30%

$253M

Active

68%

$590M

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS US EQUITY ETF (AVUS)AvantisActiveLarge Blend$94.4M737,29111.21%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth