DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Boyle Capital
Legal name Boyle Capital Management, L.L.C.
Latest filing Jul 7, 2026
First filing on the tape Mar 3, 2012 · 43 filings
SEC status approved since May 21, 2007
RAUM
$342M
reported, Item 5.F
Discretionary
73%
of RAUM
Private clients
96%
$327M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$85.5M
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
43 filings and snapshots on the tape
RAUM$342M as of Jul 7, 2026
Mar 22, 2012$115M then
HNW client RAUM$225M as of Jul 7, 2026
Mar 21, 2018$129M then
State-registered IARs (5.B.3)4 as of Jul 7, 2026
Mar 22, 20120 then
Employees (5.A)5 as of Jul 7, 2026
Mar 26, 20133 then
Private funds1 as of Mar 10, 2021
Mar 22, 20122 then
RAUM +15% over the last fiscal year+13% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Jul 7, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $85.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 105derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $233,895derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 73%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 1.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -0.2%derived
- Compensation
- percentage of assets, hourly, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Wrap fee program
- $198MreportedItem 5.I
- Custody
- $109M, 139 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$225M66%
- Individuals$102M30%
- Corporations and businesses$15.0M4.4%
- Individual clients
- 331reported
- HNW clients
- 87reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,462reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $109M for 139 clientsreported
- Compensation
- % of AUM, hourly, performancereported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Brian Fitzgerald Boyle | West Des Moines, Ia | Aug 5, 2004 | 26 y | 1 |
| Ryan Patrick O'Hare | West Des Moines, Ia | Jun 10, 2014 | 23 y | 3 |
| David Benjamin Merritt | West Des Moines, Ia | Jun 17, 2016 | 28 y | 4 |
| Emily Louise KoonceCertified Financial Planner | West Des Moines, Ia | Jun 4, 2020 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- David Benjamin Merritt from Commerce Wealth Advisers, LLCJun 17, 2016 · Other
- Ryan Patrick O'Hare from Wells Fargo AdvisorsJun 10, 2014 · Other
- Brian Fitzgerald Boyle from Dewaay Capital ManagementAug 5, 2004 · Other
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Boyle Capital Opportunity Fund, LPno longer reported | Hedge Fund | $348,288 | 4 | Mar 30, 2020 |
| Dcm Alpha, LLCno longer reported | Hedge Fund | $1,340 | 72 | Mar 3, 2012 |
| Dcm Everest, LLCno longer reported | Hedge Fund | $0 | 84 | Mar 3, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Fitzgerald Brian Boyle · President/Chief Compliance Officercontrolsince 06/2004 · owns less than 5%
- Patrick Ryan O'Hare · Chief Operating Officercontrolsince 06/2014 · owns less than 5%
- Fitzgerald Brian Boyle · Membercontrolsince 05/2013 · owns 75% or more of Bfb Holdings, LLC
Entity owners
- Bfb Holdings, LLC · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- David Merrittinsurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| West Des Moines, Ia · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- West Des Moines, IA1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 1,504 to 1,462Jul 16, 2025 to Mar 10, 2026
- Corporate clients · 6 to 5Jul 16, 2025 to Mar 10, 2026
- HNW clients · 96 to 87Jul 16, 2025 to Mar 10, 2026
- Individual clients · 323 to 331Jul 16, 2025 to Mar 10, 2026
- Assets in custody · $91.9M to $109MJul 16, 2025 to Mar 10, 2026
- Discretionary RAUM · $195M to $250MJul 16, 2025 to Mar 10, 2026
- HNW RAUM · $200M to $225MJul 16, 2025 to Mar 10, 2026
- Individual RAUM · $86.4M to $102MJul 16, 2025 to Mar 10, 2026
- Non-discretionary RAUM · $104M to $92.3MJul 16, 2025 to Mar 10, 2026
- RAUM · $298M to $342MJul 16, 2025 to Mar 10, 2026
- Financial planning clients · 1-10 to 1-10Mar 24, 2025 to Jul 16, 2025
- Accounts · 1,609 to 1,504Nov 6, 2024 to Mar 24, 2025
- Advisory employees · 5 to 4Nov 6, 2024 to Mar 24, 2025
- HNW clients · 75 to 96Nov 6, 2024 to Mar 24, 2025
- Individual clients · 367 to 323Nov 6, 2024 to Mar 24, 2025
- Assets in custody · $47.6M to $91.9MNov 6, 2024 to Mar 24, 2025
- Employees · 6 to 5Nov 6, 2024 to Mar 24, 2025
- Financial planning clients · 11-25 to 1-10Nov 6, 2024 to Mar 24, 2025
- State-registered IARs · 5 to 4Nov 6, 2024 to Mar 24, 2025
- Discretionary RAUM · $160M to $195MNov 6, 2024 to Mar 24, 2025
- HNW RAUM · $144M to $200MNov 6, 2024 to Mar 24, 2025
- Individual RAUM · $88.9M to $86.4MNov 6, 2024 to Mar 24, 2025
- Non-discretionary RAUM · $81.9M to $104MNov 6, 2024 to Mar 24, 2025
- RAUM · $242M to $298MNov 6, 2024 to Mar 24, 2025
- Accounts · 1,693 to 1,609Jan 8, 2024 to Mar 25, 2024
- HNW clients · 77 to 75Jan 8, 2024 to Mar 25, 2024
- Individual clients · 385 to 367Jan 8, 2024 to Mar 25, 2024
- Assets in custody · $44.7M to $47.6MJan 8, 2024 to Mar 25, 2024
- Discretionary RAUM · $151M to $160MJan 8, 2024 to Mar 25, 2024
- HNW RAUM · $142M to $144MJan 8, 2024 to Mar 25, 2024
- Individual RAUM · $88.5M to $88.9MJan 8, 2024 to Mar 25, 2024
- Non-discretionary RAUM · $87.1M to $81.9MJan 8, 2024 to Mar 25, 2024
- RAUM · $238M to $242MJan 8, 2024 to Mar 25, 2024
- Accounts · 1,718 to 1,693Oct 18, 2022 to Mar 9, 2023
- HNW clients · 68 to 77Oct 18, 2022 to Mar 9, 2023
- Individual clients · 430 to 385Oct 18, 2022 to Mar 9, 2023
- Assets in custody · $38.3M to $44.7MOct 18, 2022 to Mar 9, 2023
- Discretionary RAUM · $155M to $151MOct 18, 2022 to Mar 9, 2023
- HNW RAUM · $135M to $142MOct 18, 2022 to Mar 9, 2023
- Individual RAUM · $97.0M to $88.5MOct 18, 2022 to Mar 9, 2023
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 877-327-1870reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- BOYLECAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 515-327-1870reportedpublic record, Form ADV, Jul 7, 2026
- Contact form
- BOYLECAPITAL.COM/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- BOYLECAPITAL.COM/peoplereportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $85.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026