RIA Intelligence

Title

CFA – Co-founder, President & CCOreportedcoylecap.comfirm site, Sep 15, 2026

Professional profile

linkedin.com/in/brandon-white-cfa-6642296reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• Coyle Capital, LLC independent RIA current
  since Dec 11, 2014 · Lakeway, Tx
• Yale Capital Corp. independent RIA
  Jan 4, 2012 to Oct 27, 2014 · Spicewood, Tx
• Alpha Capital Management independent RIA
  Feb 27, 2007 to Oct 24, 2011 · Austin, Tx
• Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
  May 28, 2003 to Jun 21, 2005 · Washington, Dc

• Yale Capital Corp. to Coyle Capital, LLC
  left Oct 27, 2014, registered Dec 11, 2014 (45 days) · Other
• Alpha Capital Management to Yale Capital Corp.
  left Oct 24, 2011, registered Jan 4, 2012 (72 days) · Other
• Merrill Lynch, Pierce, Fenner & Smith Incorporated to Alpha Capital Management
  left Jun 21, 2005, registered Feb 27, 2007 (616 days) · Other

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

23derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address