Advisors at this firm
Sasa S
Series 65
Lakeway, TX
Coyle Capital, LLC
Sasa Savkovic is a financial advisor at Coyle Capital, LLC with one year of industry experience. Prior to joining Coyle Capital, he worked at Charles Schwab for three years and spent nine years at Pappas Restaurants, Inc. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets and uses a combination of fundamental, technical, and quantitative analysis along with modern portfolio theory in its investment approach.
Eileen Y
Series 63, Series 65, Series 66
Jacksonville, FL
Coyle Capital, LLC
Eileen Ybanez is a financial advisor at Coyle Capital, LLC with 16 years of industry experience. She holds Series 63, 65, and 66 licenses. Prior to joining Coyle Capital in 2021, she worked at Retirement Wealth Advisors, Inc and Valic Financial Advisors, Inc, among other firms. Ybanez also serves as Director of Customer Service at Wolf Retirement Navigation, where she is involved in investment advisory and insurance services. Coyle Capital is a six-advisor team managing approximately $800 million in client assets. The firm provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups, combining various analytical approaches and offering a broad range of family office services.
Matthew G
CFP®, Series 66
Paradise Valley, AZ
Coyle Capital, LLC
Matthew Griffith is a CFP® with 25 years of industry experience. He has been with Coyle Capital, LLC since 2018 and previously worked at Kestra Private Wealth Services, LLC and Kestra Financial, Inc from 2014 to 2018. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets and employs a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory.
Adam W
CFP®, Series 65
Jacksonville, FL
Coyle Capital, LLC
Adam Wolf is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Coyle Capital, LLC since 2021 and previously worked at Retirement Wealth Advisors, Inc. He is also the owner of Wolf Retirement Navigation LLC and Wolf Tax LLC, and teaches retirement-related financial education through the Jacksonville Retirement Academy. Coyle Capital is a six-advisor team managing approximately $800 million in client assets, offering discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm uses a combination of fundamental, technical, and quantitative analysis with both long- and short-term trading strategies, including options and margin transactions, and provides a comprehensive family office service suite including estate planning, trustee oversight, and integrated tax planning.
Dustin W
Series 65
Lakeway, TX
Coyle Capital, LLC
Dustin White is a financial advisor at Coyle Capital, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Coyle Capital since 2015. In addition to his advisory role, he is an economist with the U.S. Department of the Treasury. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets and integrates fundamental, technical, and quantitative analysis with modern portfolio theory, employing a range of trading strategies including options and short sales.
Brandon W
CFA®, Series 66
Lakeway, TX
Coyle Capital, LLC
Brandon White is a CFA® charterholder with 20 years of industry experience. He has been with Coyle Capital, LLC since 2014, where he is part of a six-advisor team. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets, combining fundamental, technical, and quantitative analysis with modern portfolio theory to deliver tailored investment oversight alongside estate and wealth-transfer planning.