Lakeway, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Coyle Capital, LLC
Team
Firm-wide stats for Coyle Capital, LLC
Clients per advisor
52 TypicalAvg AUM per client
$2,974,256 Very HighHNW client ratio
60% Very HighAbout
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.
Based on Coyle Capital, LLC
Expertise
Based on Coyle Capital, LLC
Location
2802 Flintrock Trace, Suite B109
Lakeway TX 78738
Advisors at this office
3
Advisors at this office
Sasa S
Series 65
Lakeway, TX
Coyle Capital, LLC
Sasa Savkovic is a financial advisor at Coyle Capital, LLC with one year of industry experience. Prior to joining Coyle Capital, he worked at Charles Schwab for three years and spent nine years at Pappas Restaurants, Inc. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets and uses a combination of fundamental, technical, and quantitative analysis along with modern portfolio theory in its investment approach.
Dustin W
Series 65
Lakeway, TX
Coyle Capital, LLC
Dustin White is a financial advisor at Coyle Capital, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Coyle Capital since 2015. In addition to his advisory role, he is an economist with the U.S. Department of the Treasury. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets and integrates fundamental, technical, and quantitative analysis with modern portfolio theory, employing a range of trading strategies including options and short sales.
Brandon W
CFA®, Series 66
Lakeway, TX
Coyle Capital, LLC
Brandon White is a CFA® charterholder with 20 years of industry experience. He has been with Coyle Capital, LLC since 2014, where he is part of a six-advisor team. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets, combining fundamental, technical, and quantitative analysis with modern portfolio theory to deliver tailored investment oversight alongside estate and wealth-transfer planning.
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