Coyle Capital, LLC logo

Coyle Capital, LLC

Updated today

Client assets under management

$922,019,347

Clients

310

60% high-net worth

Advisors

6

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

52

Typical

Average account size

$2,974,256

About

Coyle Capital, LLC (doing business as B&D White Capital Company, LLC) provides discretionary portfolio management and family office and wealth planning services to individuals, high‑net‑worth clients, and family office groups. The firm offers investment strategy, asset allocation and ongoing portfolio monitoring alongside wealth transfer planning, trustee oversight, integrated tax planning, lifestyle management, and philanthropy coordination.

The firm's investment approach draws on a range of analytical methods—charting, fundamental, technical, cyclical and quantitative analysis, and modern portfolio theory—and employs both long‑term and short‑term trading. BDW Capital routinely implements higher‑complexity strategies, including options trading, short sales and margin transactions, and generally manages accounts on a discretionary basis tailored to each client’s objectives and risk tolerance.

What distinguishes the firm relative to many peers is its explicit use of derivatives and borrowing within separately managed accounts (including covered and uncovered options, option spreads, short sales and margin), a practice noted as uncommon among similar team firms. The firm also manages all client assets internally rather than selecting third‑party managers, and it administers family office services while overseeing roughly $925 million in discretionary assets with a six‑advisor team.

Client services

Portfolio management

Expertise

Options & derivatives strategies Active portfolio management Wealth management

Fee options

Percentage

0.25% to 2.5% annually (negotiable based on assets, service complexity, and administration level)

Main office location

Coyle Capital, LLC

2802 Flintrock Trace, Suite B109

Lakeway TX 78738, United States

Number of offices

4

Most active in

Arizona · California · Florida · Georgia · Illinois · Indiana · Pennsylvania · Texas · Virginia

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

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.

Options & derivatives strategies Active portfolio management Wealth management
user avatar

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.

Options & derivatives strategies Active portfolio management Wealth management
user avatar

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.

Options & derivatives strategies Active portfolio management Wealth management
user avatar

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.

Options & derivatives strategies Active portfolio management Wealth management
user avatar

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.

Options & derivatives strategies Active portfolio management Wealth management
user avatar

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.

Options & derivatives strategies Active portfolio management Wealth management
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