{
  "crd_number": 173822,
  "slug": "coyle-capital-llc-lakeway-tx-173822",
  "primary_business_name": "COYLE CAPITAL, LLC",
  "legal_name": "B&D WHITE CAPITAL COMPANY, LLC",
  "dbas": [
    "1626 WEALTH MANAGEMENT & RETIREMENT PLANNING",
    "WOLF RETIREMENT NAVIGATION"
  ],
  "city": "Lakeway",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-05-28",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 925191253.0,
  "raum_discretionary": 925191253.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 7,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 25048485.0,
      "count": 124
    },
    "high_net_worth_individuals": {
      "raum": 896970862.0,
      "count": 186
    },
    "corporations_other_businesses": {
      "raum": 3171906.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "GA",
    "IL",
    "IN",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://coylecap.com",
    "https://coylecap.com/1626-wealth-management",
    "https://facebook.com/wolfretirement",
    "https://linkedin.com/in/brandon-white-cfa-6642296",
    "https://linkedin.com/in/wolfcfp",
    "https://open.spotify.com/show/1OtBCi1nvstXXqi681EINA?si=748fc25d26904fdd",
    "https://podcasts.apple.com/us/podcast/jacksonvilles-retirement-coach-with-adam-wolf/id1778028065",
    "https://twitter.com/CoyleCapital",
    "https://wolfretirement.com",
    "https://youtube.com/channel/UC8hIs26kEfd8dySWLzyRicw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173822",
  "city_as_filed": "LAKEWAY",
  "url": "https://advisorcensus.com/firm/coyle-capital-llc-lakeway-tx-173822",
  "display_name": "Coyle Capital, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Coyle Capital, LLC (CRD 173822): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Coyle Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Coyle Capital, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Coyle Capital, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Coyle Capital, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Coyle Capital, LLC registered with the SEC or a state?",
      "a": "Coyle Capital, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 173822."
    },
    {
      "q": "How much does Coyle Capital, LLC manage?",
      "a": "Coyle Capital, LLC reports $925,191,253 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Coyle Capital, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Coyle Capital, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Coyle Capital, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Coyle Capital, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Coyle Capital, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $800,453,182 to $925,191,253 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 191461342.0,
      "total_employees": 5,
      "filing_date": "2021-06-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 314275522.0,
      "total_employees": 5,
      "filing_date": "2022-05-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 299559387.0,
      "total_employees": 5,
      "filing_date": "2023-05-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 625926769.0,
      "total_employees": 5,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 800453182.0,
      "total_employees": 7,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 925191253.0,
      "total_employees": 7,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $800,453,182 to $925,191,253 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 2.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 2.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        2.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/coyle-capital-llc-lakeway-tx-173822.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 124,
      "fewer_than_5": false,
      "raum": 25048485.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 186,
      "fewer_than_5": false,
      "raum": 896970862.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 3171906.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173822",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}