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Boyle Capital

Updated today

Client AUM

$326,989,541

Clients

418

Advisors

4

across 3 offices

About

Boyle Capital provides investment advisory services primarily to individual and high-net-worth clients, as well as trusts, retirement plans, and other entities. The firm offers portfolio management through its Boyle Capital Managed Account Program (a wrap-fee program), manager-of-managers selections, and fee-based financial planning, with account minimums disclosed in its brochure.

The firm’s investment process is tailored to client objectives and uses fundamental analysis, with strategies that can include long- and short-term positions, options writing, and the use of leverage; accounts are periodically rebalanced and trade execution is routed through its designated custodian. Boyle Capital also acts as a manager of managers, recommending and monitoring third-party managers or strategies while retaining responsibility for asset allocation among those managers.

Noteworthy distinctions in Boyle Capital’s disclosure include its sponsorship of a wrap-fee program and the firm’s stated ability to use derivatives and margin/borrowing in separately managed accounts—practices that are less common among similarly sized team firms. The brochure also discloses an affiliation with an external tax and accounting practice operated by an associated person and notes that the firm may, in certain circumstances, charge performance-based fees as described in its Appendix 1.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Concentrated stock management Passive / index investing Wealth management

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Fee options

Percentage

$0 - $1,999,999: 1.50% annually $2,000,000 - $4,999,999: 0.90% annually $5,000,000 - $24,999,999: 0.35% annually $25,000,000+: 0.25% annually

Project-based

$100-$300 per hour, negotiable

Performance-based

Performance-based fees may apply in wrap fee program; typical Manager of Managers fees do not charge performance-based fees

Other

Account minimum: $30,000

Main office

See office

1230 Office Plaza Drive

West Des Moines IA 50266-2300

Advisors at this office

2

Most active in

Arizona · Colorado · Florida · Illinois · Iowa · Kansas · Minnesota · Missouri · Nebraska · North Carolina · North Dakota · South Dakota · Texas

Also doing business as

Boyle Capital · Boyle Capital Management, L.L.C. · Boyle Capital Management, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Emily K

CFP®, Series 65

West Des Moines, IA

Boyle Capital

Emily Koonce is a CFP® with six years of industry experience and has been with Boyle Capital since 2018. She previously worked at Sterling Financial Advisory Services and held roles in the Johnston and Clarke Community School Districts. Boyle Capital provides investment advisory services to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm uses fundamental analysis and offers portfolio management through a wrap-fee program, manager-of-managers selections, and fee-based financial planning.

Options & derivatives strategies Concentrated stock management Passive / index investing Wealth management
user avatar

Ryan O

Series 63, Series 65

West Des Moines, IA

Boyle Capital

Ryan O’Hare is a financial advisor with Boyle Capital in West Des Moines, IA, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has worked at Boyle Capital since 2014 and previously held positions at Wells Fargo Clearing, Dewaay Capital Management, and VSR Financial Services. Boyle Capital provides investment advisory services to individual and high-net-worth clients, as well as trusts and retirement plans, offering portfolio management through a wrap-fee program and manager-of-managers selections. The firm employs fundamental analysis and various strategies, including options writing and the use of leverage, while overseeing third-party managers and asset allocation.

Options & derivatives strategies Concentrated stock management Passive / index investing Wealth management
user avatar

David M

Series 65

West Des Moines, IA

Boyle Capital

David Merritt is a financial advisor with Boyle Capital in West Des Moines, IA, holding a Series 65 designation and 26 years of industry experience. He has been with Boyle Capital since 2016 and also maintains roles in CPA firms, including Sterling Financial Advisory Services, where he is a majority owner and CPA, and Brinkman & Reed, CPAs, where he is a part owner and CPA. Boyle Capital serves individual and high-net-worth clients, as well as trusts and retirement plans, offering portfolio management through a wrap-fee program, manager-of-managers selections, and fee-based financial planning. The firm employs a fundamental analysis approach and uses strategies including options writing and leverage, with ongoing portfolio rebalancing and third-party manager oversight.

Options & derivatives strategies Concentrated stock management Passive / index investing Wealth management
user avatar

Brian B

Series 63, Series 66

Scottsdale, AZ

Boyle Capital

Brian Boyle is a financial advisor at Boyle Capital with 25 years of industry experience. He has been with Boyle Capital Management, LLC since 2004. Boyle holds Series 63 and Series 66 designations. Boyle Capital provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $298 million in client assets and employs a manager-of-managers approach, discretionary portfolio management, and a range of investment strategies including fundamental analysis, options writing, and the use of derivatives and margin when appropriate.

Options & derivatives strategies Concentrated stock management Passive / index investing Wealth management
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