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COYLE CAPITAL, LLC
Legal name: B&D WHITE CAPITAL COMPANY, LLC
CRD 173822File 801-116701
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$925.2M
Above cohort median (national)
Discretionary AUM
$925.2M
Clients
313
735 accounts
Employees
7
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 28, 2019
- Principal office
- 2802 FLINTROCK TRACE, SUITE B109, LAKEWAY, TX, 78738
- Phone
- (512) 522-9043
- Website
- HTTP://WWW.COYLECAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $925.2M
- Discretionary AUM
- $925.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 735
- Non-discretionary accounts
- 0
- Total accounts
- 735
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.2M |
| High net worth individuals | 186 | $897.0M |
| Individuals (other than high net worth individuals) | 124 | $25.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 320 | 313 | decreased by7 |
| Apr 1, 2026 | AUM | $800,453,182 | $925,191,253 | increased by$124,738,071 |
| Apr 1, 2026 | Accounts | 733 | 735 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 217 | 320 | increased by103 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $314,275,522 | $800,453,182 | increased by$486,177,660 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 424 | 733 | increased by309 |
| Apr 1, 2022 | Clients | 110 | 217 | increased by107 |
| Apr 1, 2022 | AUM | $191,461,342 | $314,275,522 | increased by$122,814,180 |
| Apr 1, 2022 | Accounts | 296 | 424 | increased by128 |
| Jul 1, 2021 | Employees | 3 | 5 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COYLE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COYLE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.