Boyle Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Fee options
$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
$100-$300 per hour, negotiable
Performance-based fees may apply in wrap fee program; typical Manager of Managers fees do not charge performance-based fees
Account minimum: $30,000
Main office
See office1230 Office Plaza Drive
West Des Moines IA 50266-2300
Advisors at this office
2
Offices (3)
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
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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