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Boyle Capital

Updated today

Client assets under management

$326,989,541

Clients

418

21% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

105

High

Average account size

$782,272

About

Boyle Capital provides investment advisory services primarily to individual and high-net-worth clients, as well as trusts, retirement plans, and other entities. The firm offers portfolio management through its Boyle Capital Managed Account Program (a wrap-fee program), manager-of-managers selections, and fee-based financial planning, with account minimums disclosed in its brochure.

The firm’s investment process is tailored to client objectives and uses fundamental analysis, with strategies that can include long- and short-term positions, options writing, and the use of leverage; accounts are periodically rebalanced and trade execution is routed through its designated custodian. Boyle Capital also acts as a manager of managers, recommending and monitoring third-party managers or strategies while retaining responsibility for asset allocation among those managers.

Noteworthy distinctions in Boyle Capital’s disclosure include its sponsorship of a wrap-fee program and the firm’s stated ability to use derivatives and margin/borrowing in separately managed accounts—practices that are less common among similarly sized team firms. The brochure also discloses an affiliation with an external tax and accounting practice operated by an associated person and notes that the firm may, in certain circumstances, charge performance-based fees as described in its Appendix 1.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Concentrated stock management Passive / index investing Wealth management

Fee options

Percentage

$0 - $1,999,999: 1.50% annually $2,000,000 - $4,999,999: 0.90% annually $5,000,000 - $24,999,999: 0.35% annually $25,000,000+: 0.25% annually

Project-based

$100-$300 per hour, negotiable

Performance-based

Performance-based fees may apply in wrap fee program; typical Manager of Managers fees do not charge performance-based fees

Other

Account minimum: $30,000

Main office location

Boyle Capital

1230 Office Plaza Drive

West Des Moines IA 50266-2300, United States

Number of offices

3

Most active in

Arizona · Colorado · Florida · Iowa · Kansas · Minnesota · Missouri · Nebraska · North Carolina · North Dakota · South Dakota · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Emily K

CFP®, Series 65

West Des Moines, IA

Boyle Capital

Emily Koonce is a CFP® and Series 65-registered advisor with Boyle Capital, where she has worked since 2018. She has five years of industry experience, including a prior role at Sterling Financial Advisory Services. Before entering the financial sector, she held positions within several Iowa school districts and at Iowa State University. Boyle Capital provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $298 million in client assets and employs a range of strategies including fundamental analysis, options writing, and the use of derivatives, tailoring investment advice to clients’ goals and risk tolerance.

Options & derivatives strategies Concentrated stock management Passive / index investing Wealth management
user avatar

Ryan O

Series 63, Series 65

West Des Moines, IA

Boyle Capital

Ryan O'Hare is a financial advisor at Boyle Capital in West Des Moines, Iowa, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Boyle Capital since 2014. Boyle Capital serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers investment advisory and financial planning services, managing approximately $298 million in client assets through a range of portfolio management strategies, including a wrap-fee program and discretionary portfolio management.

Options & derivatives strategies Concentrated stock management Passive / index investing Wealth management
user avatar

David M

Series 65

West Des Moines, IA

Boyle Capital

David Merritt is a financial advisor at Boyle Capital with 25 years of industry experience and holds a Series 65 designation. He has been with Boyle Capital since 2016 and also serves as a CPA and majority owner at Sterling Financial Advisory Services, a CPA firm in West Des Moines, IA. Additionally, he maintains a CPA role at Brinkman & Reed, CPAs. Boyle Capital provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $298 million in client assets, offering portfolio management through a wrap-fee program and tailored investment strategies that include the use of derivatives and margin when appropriate.

Options & derivatives strategies Concentrated stock management Passive / index investing Wealth management
user avatar

Brian B

Series 63, Series 66

Scottsdale, AZ

Boyle Capital

Brian Boyle is a financial advisor at Boyle Capital with 25 years of industry experience. He has been with Boyle Capital Management, LLC since 2004. Boyle holds Series 63 and Series 66 designations. Boyle Capital provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $298 million in client assets and employs a manager-of-managers approach, discretionary portfolio management, and a range of investment strategies including fundamental analysis, options writing, and the use of derivatives and margin when appropriate.

Options & derivatives strategies Concentrated stock management Passive / index investing Wealth management
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