A complete list of active advisors currently associated with Coyle Capital, LLC

Warmer can help you find a great advisor at Coyle Capital, LLC or one who fits your needs even better.

Coyle Capital, LLC (doing business as B&D White Capital Company, LLC) provides discretionary portfolio management and family office and wealth planning services to individuals, high‑net‑worth clients, and family office groups. The firm offers investment strategy, asset allocation and ongoing portfolio monitoring alongside wealth transfer planning, trustee oversight, integrated tax planning, lifestyle management, and philanthropy coordination. The firm's investment approach draws on a range of analytical methods—charting, fundamental, technical, cyclical and quantitative analysis, and modern portfolio theory—and employs both long‑term and short‑term trading. BDW Capital routinely implements higher‑complexity strategies, including options trading, short sales and margin transactions, and generally manages accounts on a discretionary basis tailored to each client’s objectives and risk tolerance. What distinguishes the firm relative to many peers is its explicit use of derivatives and borrowing within separately managed accounts (including covered and uncovered options, option spreads, short sales and margin), a practice noted as uncommon among similar team firms. The firm also manages all client assets internally rather than selecting third‑party managers, and it administers family office services while overseeing roughly $925 million in discretionary assets with a six‑advisor team.

To learn more about the advisors currently working at Coyle Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.