{"url":"https://nivawealth.com/firms/boyle-capital-management-132416","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/132416","regulatoryAum":341954728,"crd":"132416","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4193046","suffix":null,"lastName":"BOYLE","firstName":"BRIAN","middleName":"FITZGERALD"},{"crd":"7262777","suffix":null,"lastName":"Koonce","firstName":"Emily","middleName":"Louise"},{"crd":"3109390","suffix":null,"lastName":"MERRITT","firstName":"DAVID","middleName":"BENJAMIN"},{"crd":"4593288","suffix":null,"lastName":"O'HARE","firstName":"RYAN","middleName":"PATRICK"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-26","regulatoryAum":262942346,"clients":677,"employees":7,"offices":2},{"filedOn":"2022-03-15","regulatoryAum":238694156,"clients":504,"employees":6,"offices":2},{"filedOn":"2023-03-09","regulatoryAum":238059942,"clients":468,"employees":6,"offices":3},{"filedOn":"2024-03-25","regulatoryAum":241825073,"clients":448,"employees":6,"offices":3},{"filedOn":"2025-07-16","regulatoryAum":298260679,"clients":425,"employees":5,"offices":3},{"filedOn":"2026-07-07","regulatoryAum":341954728,"clients":423,"employees":5,"offices":3}],"secFileNumber":"801-67954","legalName":"Boyle Capital Management, L.L.C.","displayName":"Boyle Capital Management","slug":"boyle-capital-management-132416","website":"https://boylecapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/132416/aa6da833f05a0f13-r1.webp","tone":"dark","width":1389,"height":200,"sourceUrl":"https://www.boylecapital.com/","sourceLabel":"Boyle Capital, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"xUrl":"https://twitter.com/BoyleCapital","founded":"2004","organization":"Iowa limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1230 Office Plaza Drive","city":"West Des Moines","state":"IA","stateName":"Iowa","country":"United States","postalCode":"50266-2300"},"tradeNames":[],"registration":{"secApproved":"21 May 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MANAGEMENT, LLC ADV PART 2A BROCHURE","fee_rate_low":0.25,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning and consulting","summary":"Financial planning and single-subject consulting are charged hourly at $100 to $300 an hour, negotiable by scope and complexity.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016769","versionId":1016769,"submittedOn":"2026-03-10","documentName":"BOYLE CAPITAL MANAGEMENT, LLC ADV PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:01:34.210969+00:00","documents":[{"name":"BOYLE CAPITAL MANAGEMENT, LLC ADV PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016769","versionId":1016769,"submittedOn":"2026-03-10"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016770","versionId":1016770,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":339808896}],"custodyNote":"Boyle Capital Management has custody of $109M in client assets for 139 clients.","leadership":[{"name":"Brian Boyle","title":"President/Chief Compliance Officer","crd":"4193046"},{"name":"Ryan O'Hare","title":"Chief Operating Officer","crd":"4593288"}],"ownership":[{"label":"BFB Holdings, LLC","detail":"Managing member in the 75% or more ownership band and a control person, since June 2013."},{"label":"Brian Boyle","detail":"Indirect owner: a member of BFB Holdings, LLC in the 75% or more band and a control person, since May 2013.","parent":"BFB Holdings, LLC"}],"filedOffices":{"otherThanPrincipal":2,"privateResidences":1},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Iowa","offices":2,"addresses":[{"street":"1230 Office Plaza Drive","city":"West Des Moines","headquarters":true},{"street":"5465 Mills Civic Parkway","city":"West Des Moines"}]}],"brochureServices":["insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"515-327-1870","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":32},{"label":"Non-exchange-traded equity securities","percent":32},{"label":"U.S. government/agency bonds","percent":2},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":22},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":10}],"privateFunds":0},"sources":{"adv1FilingDate":"7 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/132416/PDF/132416.pdf","brochureDate":"10 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016769","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Boyle Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Boyle Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Boyle Capital Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Boyle Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Boyle Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Boyle Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Boyle Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Boyle Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Boyle Capital Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Boyle Capital Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 7 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}