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
Coyle Capital, LLC
Legal name B&D White Capital Company, LLC
Latest filing Mar 23, 2026
First filing on the tape Apr 26, 2019 · 19 filings
SEC status approved since May 28, 2019
RAUM
$925M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$922M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$154M
derived; firm RAUM over IAPD count
Employees
7
6 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$925M as of Mar 23, 2026
Mar 26, 2020$135M then
HNW client RAUM$897M as of Mar 23, 2026
Mar 26, 2020$121M then
State-registered IARs (5.B.3)6 as of Mar 23, 2026
Mar 26, 20203 then
Employees (5.A)7 as of Mar 23, 2026
Mar 26, 20203 then
Private funds: no history
RAUM +16% over the last fiscal year+46% a year over threeIARs 6 to 6
Practice profile
derived from the filing of Mar 23, 2026; every figure names its basis
- RAUM per advisor
- $154MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 52derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.8MderivedHNW RAUM over HNW clients
- Average account
- $1.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 1.5derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -3.1%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$897M97%
- Individuals$25.0M2.7%
- Corporations and businesses$3.2M0.3%
- Individual clients
- 124reported
- HNW clients
- 186reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 735reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Brandon Edward WhiteChartered Financial Analyst | Lakeway, Tx | Dec 11, 2014 | 23 y | 3 |
| Dustin John White | Lakeway, Tx | Feb 9, 2015 | 20 y | 0 |
| Eileen Carney Ybanez | Lakeway, Tx | Jun 16, 2021 | 25 y | 3 |
| Adam Howard WolfCertified Financial Planner | Lakeway, Tx | Jun 16, 2021 | 15 y | 3 |
| Matthew Todd GriffithCertified Financial Planner | Lakeway, Tx | May 19, 2022 | 26 y | 2 |
| Sasa Savkovic | Lakeway, Tx | Mar 6, 2025 | 14 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
- Jessica Moller Forrest to Austin AssetJun 23, 2021 · RIA to RIA
Joined, latest
- Matthew Todd Griffith from Kestra Private Wealth Services, LLCMay 19, 2022 · RIA to RIA
- Eileen Carney Ybanez from Brookstone Wealth Advisors, LLCJun 16, 2021 · RIA to RIA
- Adam Howard Wolf from Brookstone Wealth Advisors, LLCJun 16, 2021 · RIA to RIA
- Jessica Moller Forrest from Alpha Capital ManagementApr 4, 2018 · RIA to RIA
- Brandon Edward White from Yale Capital Corp.Dec 11, 2014 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Edward Brandon White · President & Ccocontrolsince 11/2014 · owns 50% to 75%
- John Dustin White · Principalcontrolsince 11/2014 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Lakeway, Tx · principal | 6 | 0 | 0 | ||
| Jacksonville, Fl | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Jacksonville, FL2 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 733 to 735Mar 26, 2025 to Mar 23, 2026
- Corporate clients · unset to 3.0Mar 26, 2025 to Mar 23, 2026
- HNW clients · 156 to 186Mar 26, 2025 to Mar 23, 2026
- Individual clients · 164 to 124Mar 26, 2025 to Mar 23, 2026
- Discretionary RAUM · $800M to $925MMar 26, 2025 to Mar 23, 2026
- HNW RAUM · $773M to $897MMar 26, 2025 to Mar 23, 2026
- Individual RAUM · $27.6M to $25.0MMar 26, 2025 to Mar 23, 2026
- RAUM · $800M to $925MMar 26, 2025 to Mar 23, 2026
- Accounts · 661 to 733Mar 26, 2024 to Mar 26, 2025
- Advisory employees · 5 to 6Mar 26, 2024 to Mar 26, 2025
- HNW clients · 141 to 156Mar 26, 2024 to Mar 26, 2025
- Individual clients · 148 to 164Mar 26, 2024 to Mar 26, 2025
- Employees · 5 to 7Mar 26, 2024 to Mar 26, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 26, 2025
- State-registered IARs · 5 to 6Mar 26, 2024 to Mar 26, 2025
- Other offices · 2 to 3Mar 26, 2024 to Mar 26, 2025
- Discretionary RAUM · $626M to $800MMar 26, 2024 to Mar 26, 2025
- HNW RAUM · $605M to $773MMar 26, 2024 to Mar 26, 2025
- Individual RAUM · $21.1M to $27.6MMar 26, 2024 to Mar 26, 2025
- RAUM · $626M to $800MMar 26, 2024 to Mar 26, 2025
- Accounts · 547 to 661May 22, 2023 to Mar 26, 2024
- HNW clients · 122 to 141May 22, 2023 to Mar 26, 2024
- Individual clients · 125 to 148May 22, 2023 to Mar 26, 2024
- Discretionary RAUM · $300M to $626MMay 22, 2023 to Mar 26, 2024
- HNW RAUM · $285M to $605MMay 22, 2023 to Mar 26, 2024
- Individual RAUM · $14.3M to $21.1MMay 22, 2023 to Mar 26, 2024
- RAUM · $300M to $626MMay 22, 2023 to Mar 26, 2024
- Accounts · 424 to 547May 26, 2022 to Mar 27, 2023
- HNW clients · 113 to 122May 26, 2022 to Mar 27, 2023
- Individual clients · 104 to 125May 26, 2022 to Mar 27, 2023
- Discretionary RAUM · $314M to $300MMay 26, 2022 to Mar 27, 2023
- HNW RAUM · $298M to $285MMay 26, 2022 to Mar 27, 2023
- Individual RAUM · $15.8M to $14.3MMay 26, 2022 to Mar 27, 2023
- RAUM · $314M to $300MMay 26, 2022 to Mar 27, 2023
- Accounts · 296 to 424Jun 7, 2021 to Mar 28, 2022
- HNW clients · 60 to 113Jun 7, 2021 to Mar 28, 2022
- Individual clients · 50 to 104Jun 7, 2021 to Mar 28, 2022
- Discretionary RAUM · $191M to $314MJun 7, 2021 to Mar 28, 2022
- HNW RAUM · $171M to $298MJun 7, 2021 to Mar 28, 2022
- Individual RAUM · $20.9M to $15.8MJun 7, 2021 to Mar 28, 2022
Signals
4 dated events
- Coyle Capital, Llc reported RAUM $800.5M, up 28% from $625.9M (2024-03-26 to 2025-03-26)Mar 26, 2025 · RAUM change · derived
- Coyle Capital, Llc reported RAUM $625.9M, up 109% from $299.6M (2023-05-22 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- Coyle Capital, Llc reported RAUM $314.3M, up 64% from $191.5M (2021-06-07 to 2022-03-28)Mar 28, 2022 · RAUM change · derived
- Coyle Capital, Llc filed its initial SEC registration (Form ADV)Apr 26, 2019 · First SEC registration · fact
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
- 512-522-9043reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 512-647-6478reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 619-335-8380reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- coylecap.com/1626-wealth-managementreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (512) 522-9043reportedpublic record, Form ADV, Mar 23, 2026
- Contact form
- coylecap.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- coylecap.com/our-teamreportedpublished 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
- $154Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026