S
$1.2B Total AUM
$1.2B Disc. AUM
-- 3Y CAGR
6 Employees
153 ADV. Clients
36 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-08-1989
- Office Locations
- 1
Office Locations
ONE Monarch Place, Suite 700 1414 Main Street Springfield MA
About Schwerin Boyle Capital Management, INC
Schwerin Boyle Capital Management, INC is a Springfield-based RIA. The firm has been operating for 36 years. Managing $1.2B in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
61 AVG AGE
$302.3M AVG AUM / ADVISOR
$7.9M AVG AUM / CLIENT
13.4 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
36yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DANIEL PATRICK BOYLE
ANALYST, DIRECTOR, President
- CRD
- #1556707
- Ownership
- 75% or more
Available
Available
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R
RICHARD XAVIER BUTERA
TREASURER, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
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Showing 2 of 4 owners & executives
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THOMAS JOSEPH WILLIAMSON
--
- CRD
- #6373664
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,209,259,520 | $7,418,770 |
| Non-Discretionary | $0 | -- |
| Total | $1,209,259,520 | $7,418,770 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | 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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