← Directory

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 Aug 17, 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

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 typeClientsAUM
OtherFewer than 5$3.2M
High net worth individuals186$897.0M
Individuals (other than high net worth individuals)124$25.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.