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Coyle Capital, LLC

Lakeway, TXSEC-registered investment adviserCRD 173822

Filed as COYLE CAPITAL, LLC · Legal name B&D White Capital Company, LLC

Coyle Capital, LLC is an SEC-registered investment advisory firm in Lakeway, TX, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

7 years
registered since 2019
$925,191,253
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Coyle Capital, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Coyle Capital, LLC reports these compensation arrangements: a percentage of assets under its management.

How much does Coyle Capital, LLC charge?

Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 0.25% to 2.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Coyle Capital, LLC located?

Coyle Capital, LLC's principal office is in Lakeway, TX, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

Is Coyle Capital, LLC registered with the SEC or a state?

Coyle Capital, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 173822.

How much does Coyle Capital, LLC manage?

Coyle Capital, LLC reports $925,191,253 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

How have Coyle Capital, LLC's assets and staff changed since 2021?

In the Form ADV data for Coyle Capital, LLC: Regulatory assets under management: $191,461,342 in the October 2021 data and $925,191,253 in the October 2026 data, up 383%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Coyle Capital, LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (186); individuals (other than high net worth individuals) (124); corporations or other businesses not listed above (3).

Which custodians does Coyle Capital, LLC use?

Coyle Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Coyle Capital, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173822

What changed in Coyle Capital, LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $800,453,182 to $925,191,253 (+16%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Asset-based fee: 0.25% to 2.5% a year (a range, as the brochure states it)

The brochure's wording
Our annual fee for Portfolio Management, Family Office and Wealth Planning Services ranges from 0.25% to 2.5% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.

As stated in the firm's Form ADV Part 2A brochure dated March 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$925,191,253

$925,191,253 as of October 2026, filing dated March 23, 2026.

Discretionary: $925,191,253.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 124 Assets $25,048,485 (3%)
High net worth individuals
Clients 186 Assets $896,970,862 (97%)
Corporations or other businesses not listed above
Clients 3 Assets $3,171,906 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Legal name
B&D White Capital Company, LLC
Also doing business as
1626 WEALTH MANAGEMENT & RETIREMENT PLANNING, WOLF RETIREMENT NAVIGATION
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2019 (7 years)
Employees
Total: 7. Performing investment advisory functions: 6.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
2 other offices, as of the April 2026 filing
Fleming Island, FLJacksonville, FL
States registered or notice-filed
9 states or jurisdictions
AZCAFLGAILINPATXVA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$191M 2021 $314M 2022 $300M 2023 $626M 2024 $800M 2025 $925M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$925,191,2537March 23, 2026
October 2025$800,453,1827March 26, 2025
October 2024$625,926,7695March 26, 2024
October 2023$299,559,3875May 22, 2023
October 2022$314,275,5225May 26, 2022
October 2021$191,461,3425June 7, 2021

Regulatory assets under management: $191,461,342 in the October 2021 data and $925,191,253 in the October 2026 data, up 383%.

Total employees: 5 in October 2021 and 7 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $800,453,182 to $925,191,253 (+16%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
coylecap.comcoylecap.com/1626-wealth-managementopen.spotify.com/show/1OtBCi1nvstXXqi681EINApodcasts.apple.com/us/podcast/jacksonvilles-retirement-coach-with-adam-wolf/id1778028065wolfretirement.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Coyle Capital, LLC (CRD 173822): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/coyle-capital-llc-lakeway-tx-173822