Boyle Capital Management, L.L.C. (West Des Moines)

Name: Boyle Capital Management, L.L.C.
Address: 1230 Office Plaza Drive, West Des Moines, IA, 50266 2300
Telephone: 515-327-1870

Boyle Capital Management, L.L.C. is a large advisory firm based in West Des Moines. It manages $277.83 million of regulatory assets for 2,070 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, California, Colorado, and 15 other states.

Boyle Capital Management, L.L.C provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Boyle Capital Management, L.L.C: assets under management

The assets under management (AUM) of Boyle Capital Management, L.L.C. is $277.83 million. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $253.74 million in discretionary accounts and $24.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $149.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $65.13 thousand.

Boyle Capital Management, L.L.C has custody of $49.84 million in cash and securities for 29 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 58% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 24% of the firm’s portfolio. Investments in cash and cash equivalents form 11% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Boyle Capital Management, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Brian Fitzgerald Boyle serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Brian Fitzgerald Boyle is high net worth individuals with 125 clients and $164.18 million of assets under management. Among the 8 most similar advisory firms, Boyle Capital Management, L.L.C has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $277.83 million for 761 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Boyle Capital Management, L.L.C doesn't advise any private funds.

Careers at Boyle Capital Management, L.L.C.

The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Brian Fitzgerald Boyle has been acting as President since 1 Jun 2004. Ryan Patrick O'hare joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian Fitzgerald Boyle	President/chief compliance officer	1 Jun 2004	Other	4193046
Llc Bfb Holdings	Managing member	1 Jun 2013	75% - 100%	xxx-xx-xxxx
Ryan Patrick O'hare	Chief operating officer	1 Jun 2014	Other	4593288

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Brian Fitzgerald Boyle	Member	1 May 2013	75% - 100%	4193046

Based in West Des Moines

The principal office where Boyle Capital Management, L.L.C. performs its advisory services is located at 1230 Office Plaza Drive, West Des Moines, IA 50266 2300, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 515-327-1870 or by fax 515-619-5719. The normal business hours are 9:00am to 5:00pm central on Monday - Friday. You can find more information about the New York firm at boylecapital.com/.