B&D White Capital Company, LLC
B&D White Capital Company, LLC, also doing business as Coyle Capital, LLC, is an SEC-registered investment adviser headquartered in Lakeway, Texas. The firm was founded to provide portfolio management, family office, and wealth planning services primarily to individuals, including high-net-worth individuals. As of March 2025, the firm manages approximately $800 million in assets and has a small team of about 7 employees, most of whom are directly involved in investment decisions. B&D White Capital Company, LLC offers discretionary portfolio management, ongoing account monitoring, and personalized wealth solutions designed to help clients achieve their financial goals.
Investment Strategy
B&D White Capital Company, LLC provides discretionary investment advisory services, focusing on portfolio management and wealth planning for individuals and high-net-worth clients. The firm does not limit itself to specific security types, instead constructing diversified portfolios tailored to individual client objectives and restrictions. Client accounts are monitored quarterly, and the firm emphasizes customization, risk management, and the alignment of investment strategies with clients' long-term financial goals.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 17.41% | $135.9M | 619,144 | $200.34 | $219.57 | +$23.7M |
A AVUS | AMERICAN CENTY ETF TR | 7.71% | $60.2M | 553,467 | $88.98 | $108.70 | +$23.5M |
I ILCG | ISHARES TR | 6.49% | $50.7M | 485,997 | $98.99 | $104.30 | +$16.9M |
V VTI | VANGUARD INDEX FDS | 4.93% | $38.5M | 117,171 | $303.93 | $328.17 | +$2.8M |
I IWF | ISHARES TR | 4.50% | $35.2M | 75,050 | $427.84 | $468.41 | +$5.7M |