SourcingSourcing

BOYLE CAPITAL MANAGEMENT, L.L.C.

C48
CRD 132416·SEC 801-67954·WEST DES MOINES, IA
AUM
$342.0M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BOYLE CAPITAL MANAGEMENT, L.L.C.
CRD
132416
SEC file #
801-67954
EIN
—
DBA names
Boyle Capital

Economics

AUM
$342.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$277.8M → $342.0M▲ +23%
Client mix
Individuals Other331
Individuals High Net Worth87
Corporations5

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
WEST DES MOINES IA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesPerformance-based fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
facebook.com/brian.boyle.75054(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BFB HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
BFB HOLDINGS, LLC
BOYLE, BRIAN, FITZGERALD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001573485
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2013-08-07
Edgar Last Filing Date
2020-08-21
Edgar 13f Count
15
Edgar 13f Latest AUM Estimate
Filing Date2016-11-15
Accession0001606587-16-000879
Edgar Former Names
Boyle Capital Management, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (10)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1230 OFFICE PLAZA DRIVEWEST DES MOINES, IA 50266-2300
Business
1230 OFFICE PLAZA DRIVEWEST DES MOINES, IA 50266-2300
Edgar Recent Filings
42020-08-21 · 0001062993-20-004115
42020-08-04 · 0001062993-20-003641
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
BOYLE, BRIAN, FITZGERALD
IAR · Executive Officer · 2.5%
4193046
O'HARE, RYAN, PATRICK
IAR · Executive Officer · 2.5%
4593288
DAVID BENJAMIN MERRITT
IAR
3109390
Emily Louise Koonce
IAR
7262777