CC
COYLE CAPITAL, LLC
SEC RegisteredLAKEWAY, TXhttps://coylecap.com(512) 522-9043
Assets Under Management
$500M–$1B
Employees
7
Office Locations
3 offices
Total Accounts
735
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net Worth
Services
investment_managementfinancial_planningestate_planningtax_planningcharitable_givingwealth_managementrisk_management
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 124 | $25M |
| High Net Worth Individuals | 186 | $897M |
0 total clients reported on Form ADV.
Leadership
Brandon Edward White
PRESIDENT & CCO
Dustin John White
PRINCIPAL
Office locations
3 offices in 2 states
TX
LAKEWAYHQ
FL
JACKSONVILLE
Advisors at this firm
5 advisors in the directory
Sasa Savkovic
Investment Adviser Representative
Brandon Edward White
Investment Adviser Representative
Dustin John White
Investment Adviser Representative
Adam Howard Wolf
Investment Adviser Representative
Eileen Carney Ybanez
Investment Adviser Representative
Regulatory & compliance
CRD number
#173822
SEC Number
801-116701
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
coylecap.comPhone
(512) 522-9043Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COYLE CAPITAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.