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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-11-2014
- Office Locations
- 3
Office Locations
About Coyle Capital, LLC
Coyle Capital is a fee-only, independent fiduciary advisor providing wealth management, financial planning, retirement solutions and outsourced investment officer support. The firm serves institutions and investment committees as well as individuals and families, and partners with select advisors/platforms to deliver packaged investment solutions. Investment decisions are data-driven with an emphasis on tax efficiency, cost discipline and transparency, supported by a low client-to-advisor ratio.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRANDON EDWARD WHITE
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4578494
- Ownership
- 50% but less than 75%
DUSTIN JOHN WHITE
Investment Advisor, PRINCIPAL
- CRD
- #6449625
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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MATTHEW TODD GRIFFITH
Wealth Management Advisor
- CRD
- #4175049
SASA SAVKOVIC
--
- CRD
- #7330348
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $925,191,253 | $1,258,764 |
| Non-Discretionary | $0 | -- |
| Total | $925,191,253 | $1,258,764 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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