Coyle Capital, LLC

B&D White Capital Company, LLC, operating as Coyle Capital, LLC, is a registered investment adviser based in Lakeway, TX, established in November 2014. The firm offers portfolio management services tailored to individual client goals, including investment strategy, asset allocation, and risk tolerance assessment. Clients grant discretionary authority for securities selection and transactions, with the firm acting as a fiduciary to ensure fair and equitable investment decisions. Additionally, they provide Family Office and Wealth Planning Services for financial organization and wealth transfer planning. There is no minimum account size, but the firm reserves the right to terminate accounts deemed too small. Fees for portfolio management range from 0.25% to 2.5% annually based on assets under management, with billing done on a pro-rata basis. BDW Capital does not participate in wrap fee programs and does not accept performance-based fees. The firm uses various methods of analysis and investment strategies, including charting, fundamental and technical analysis, cyclical analysis, quantitative analysis, and modern portfolio theory. Clients are informed about the risks involved in different securities, such as mutual funds, ETFs, options, and MLPs. The firm reviews client accounts quarterly and provides detailed reports on assets, values, and fees. Clients have the option to direct brokerage and are informed about the firm's custody practices and proxy voting policies.