$342.0M Total AUM
$249.6M Disc. AUM
11.4% 3Y CAGR
5 Employees
424 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Insight atlasVertex pathway
- Established Date
- 08-05-2004
- Office Locations
- 2
Office Locations
1230 Office Plaza Drive West DES Moines IA
5465 Mills Civic Parkway Suite 255 West DES Moines IA
About Boyle Capital
Boyle Capital is a West DES Moines-based RIA with 2 offices. The firm has been operating for 21 years. Managing $342.0M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
39 AVG AGE
$85.5M AVG AUM / ADVISOR
$806.5K AVG AUM / CLIENT
12.5 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Value Foundation legacy North Radial Ridge Momentum Pioneer alpha Prime bridge Unison focus Oak
Client Personas
Beacon
Custodian
Fusion atlas Ridge Frontier ridge Signal vector Vector Alpha Beacon Timber Ember Wave
Investment Themes
North Capital Momentum Unison radial
Investment Vehicles
Foundation
Platform
Peak catalyst Horizon vertex Vector
Services
Frontier atlas Fusion Prime momentum Capital vital Pathway signal North atlas Value ridge Pioneer ember
Technology
Alpha catalyst Pathway
Owner & Executives
BRIAN FITZGERALD BOYLE
Chief Compliance Officer, President
- CRD
- #4193046
- Ownership
- Less than 5%
(911) 654-9579
pathway.frontier@peakcapital.com
in linkedin.com/in/catalyst-crest
R
RYAN PATRICK O'HARE
Chief Operating Officer
- CRD
- #4593288
- Ownership
- Less than 5%
(386) 962-6436
horizon.focus@valuecapital.com
in linkedin.com/in/delta-alpha
Showing 2 of 2 owners & executives
Unlock allContacts
Emily Louise Koonce
Wealth Advisor
- CRD
- #7262777
(401) 782-5688
wave.delta@embercapital.com
in linkedin.com/in/unison-meridian
D
DAVID BENJAMIN MERRITT
Senior Vice President
- CRD
- #3109390
(478) 280-8139
bridge.matrix@vectorcapital.com
in linkedin.com/in/beacon-summit
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $249,618,153 | $260,290 |
| Non-Discretionary | $92,336,575 | $183,572 |
| Total | $341,954,728 | $233,895 |
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Separately Managed Accounts
Total SMA Asset: $341,954,728
Equity - Exchange:
15.6% Equity - OTC:
6.9% Public Funds:
20.6% Cash:
6.8% U.S. Government/Agency:
14.8% Corporate - Investment Grade:
9.9% Private Funds:
25.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $489,763,477 | 15.6% |
| Equity - OTC | $216,626,153 | 6.9% |
| Public Funds | $646,738,950 | 20.6% |
| Cash | $213,486,644 | 6.8% |
| U.S. Government/Agency | $464,647,401 | 14.8% |
| Corporate - Investment Grade | $310,811,437 | 9.9% |
| Private Funds | $797,435,406 | 25.4% |
| Total | $3,139,509,468 | 100.0% |