Boyle Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and insurance. Financial planning was provided to 1–10 clients last fiscal year.
Boyle Capital Management reports 423 clients. They include 331 individual clients, 87 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 73.0% ($250M across 959 accounts) are managed with discretion; $92.3M across 503 accounts are not. A wrap fee program the firm both sponsors and manages holds $198M. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 30% |
| High-net-worth individuals | 21% | 66% |
| Corporations and other businesses | 1% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 331 | $102M | 29.7% | $307K |
| High-net-worth individuals | 87 | $225M | 65.9% | $2.59M |
| Corporations and other businesses | 5 | $15M | 4.4% | $2.99M |
| Total | 423 | $342M | 100% | $808K |
- Clients
- 331
- Regulatory AUM
- $102M
- AUM share
- 29.7%
- Avg. per client
- $307K
- Clients
- 87
- Regulatory AUM
- $225M
- AUM share
- 65.9%
- Avg. per client
- $2.59M
- Clients
- 5
- Regulatory AUM
- $15M
- AUM share
- 4.4%
- Avg. per client
- $2.99M
Total
- Clients
- 423
- Regulatory AUM
- $342M
- AUM share
- 100%
- Avg. per client
- $808K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Boyle Capital Management charges 0.25%–1.50% a year for its Non-wrap portfolio management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and single-subject consulting are charged hourly at $100 to $300 an hour, negotiable by scope and complexity.
BFB Holdings, LLC owns 75% or more of Boyle Capital Management and is in turn owned by Brian Boyle (75% or more). The leadership team of Boyle Capital Management includes President Brian Boyle and Chief Operating Officer Ryan O'Hare. It has 5 employees, 4 of them in advisory roles.
Leadership
- Brian BoylePresident/Chief Compliance Officer
- Ryan O'HareChief Operating Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Brian Fitzgerald Boyle
- Emily Louise Koonce
- David Benjamin Merritt
- Ryan Patrick O'Hare
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 insurance agent
- 1 soliciting firm
- Owns 75% or more of Boyle Capital Management, L.L.C.
BFB Holdings, LLC
Control person · since June 2013
- Owns 75% or more of BFB Holdings, LLC
Brian Boyle
Control person · since May 2013
Boyle Capital Management’s regulatory assets grew from $263M (July 2021) to $342M (July 2026); clients fell from 677 to 423 and employees from 7 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $342M | 423 | 5 | 3 |
| July 2025 | $298M | 425 | 5 | 3 |
| March 2024 | $242M | 448 | 6 | 3 |
| March 2023 | $238M | 468 | 6 | 3 |
| March 2022 | $239M | 504 | 6 | 2 |
| July 2021 | $263M | 677 | 7 | 2 |
Besides its headquarters, Boyle Capital Management has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Iowa.
Iowa · 2 listed addresses
- 1230 Office Plaza Drive, West Des MoinesHQ
- 5465 Mills Civic Parkway, West Des Moines
Contact and registration details
- Legal name
- Boyle Capital Management, L.L.C.
- Headquarters
- 1230 Office Plaza Drive, West Des Moines, IA 50266-2300
- Website
- boylecapital.com
- Phone
- 515-327-1870
- SEC file
- 801-67954
- Founded
- 2004
- Structure
- Iowa LLC
- Fiscal year end
- December
Boyle Capital Management uses Charles Schwab ($340M) as custodian for its separately managed accounts. Boyle Capital Management has custody of $109M in client assets for 139 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $340M100%
At year end, Boyle Capital Management’s separately managed accounts were mostly in stocks (64%) and funds (23%).
What the accounts hold
- Stocks64%
- Exchange-traded equities32%
- Non-exchange-traded equities32%
- Funds23%
- Registered funds22%
- Pooled vehicles1%
- Bonds3%
- U.S. government and agency bonds2%
- Investment grade corporate bonds1%
- Cash10%
How many clients does Boyle Capital Management have?
Boyle Capital Management has 423 clients and manages $342 million for them, as of July 2026. They include 331 individual clients, 87 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 July 2026
What services does Boyle Capital Management offer?
Boyle Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Boyle Capital Management charge?
Boyle Capital Management charges 0.25%–1.50% a year for its Non-wrap portfolio management. The fee is billed in advance and is negotiable.
Source: BOYLE CAPITAL MANAGEMENT, LLC ADV PART 2A BROCHURE, filed 10 March 2026
Which custodians does Boyle Capital Management use?
Boyle Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $340M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026
How many financial advisors does Boyle Capital Management have?
Boyle Capital Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Boyle Capital Management invest in?
At the end of its last fiscal year, Boyle Capital Management’s separately managed accounts held 32% exchange-traded equities, 32% non-exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 2% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Boyle Capital Management?
Boyle Capital Management is owned through a holding company by Brian Boyle. Its direct owner is BFB Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 7 July 2026
How does Boyle Capital Management get paid?
Boyle Capital Management is paid through a percentage of assets under management, hourly charges and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Boyle Capital Management registered with the SEC?
Yes, Boyle Capital Management has been registered with the SEC as an investment adviser since 21 May 2007. Its CRD number is 132416 and its SEC file number is 801-67954.
Source: Form ADV Part 1A, Item 1, filed 7 July 2026; IAPD firm record
How do I contact Boyle Capital Management?
Boyle Capital Management’s main office is at 1230 Office Plaza Drive, West Des Moines, IA 50266-2300. Its phone number is 515-327-1870. Its website is boylecapital.com.