Brandon Edward White

CFA

Coyle Capital, LLC

20 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementEstate PlanningTax PlanningHigh Net Worth

Coyle Capital, LLC

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

320 clients

Average Client Portfolio

$2.5M average

Assets Under Management

$800.5M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

2802 Flintrock Trace, Suite B109, Lakeway, TX, 78738

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Coyle Capital, LLC

December 2014 - Present · 11 yrs 2 mos

Previous Registrations

Yale Capital CORP.

January 2012 - October 2014 · 2 yrs 9 mos

Alpha Capital Management

February 2007 - October 2011 · 4 yrs 8 mos

Merrill Lynch Pierce Fenner & Smith INC.

May 2003 - June 2005 · 2 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.