← Back to searchVisit website
COYLE CAPITAL, LLC
B&D WHITE CAPITAL COMPANY, LLC
CRD 173822 · SEC 801-116701
2802 FLINTROCK TRACE, SUITE B109, LAKEWAY, TX, 78738, United States
Phone
(512) 522-9043
Fax
(512) 647-6478
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$925.2M
Discretionary AUM
$925.2M
Team
7 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $25.0M |
| High net worth individuals | 186 | $897.0M |
| Corporations/business entities | 3 | $3.2M |
States served
AZ, CA, GA, IL, IN, PA, VA, TX, FL
All web addresses on file
- https://www.facebook.com/wolfretirement
- https://www.youtube.com/channel/UC8hIs26kEfd8dySWLzyRicw
- https://www.linkedin.com/in/wolfcfp/
- https://www.linkedin.com/in/brandon-white-cfa-6642296
- https://podcasts.apple.com/us/podcast/jacksonvilles-retirement-coach-with-adam-wolf/id1778028065
- https://open.spotify.com/show/1OtBCi1nvstXXqi681EINA?si=748fc25d26904fdd
- HTTP://WWW.COYLECAP.COM
- https://coylecap.com/1626-wealth-management/
- https://twitter.com/CoyleCapital
- https://wolfretirement.com/
Official SEC filing: View on IAPD