Boyle Capital Management, L.L.C.
- Regulatory AUM
- $342M
- Discretionary
- $250M
- Clients
- 423
- Avg AUM / client
- $808K
- Accounts
- 1,462
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 331 | $102M | 29.7% |
| High net worth individuals | 87 | $225M | 65.9% |
| Corporations and other businesses | 5 | $15.0M | 4.38% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Fitzgerald Boyle | President/Chief Compliance Officer | Jun 2004 (22y) | ≈ 56.25% – 100% via Bfb Holdings, Llc | |
| Ryan Patrick O'hare | Chief Operating Officer | Jun 2014 (12y) | Less than 5% | |
| David Benjamin Merritt | Registered representative | Jun 2016 (10y) | ||
| Emily Louise Koonce | Registered representative | CFP | Jun 2020 (6y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bfb Holdings, Llc | Managing Member | Jun 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brian Fitzgerald Boyle: 75% – 100% of Bfb Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $340M (99% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗