Brandon E. White

COYLE CAPITAL

Lakeway, TX 78738

Some features on this profile are disabled

CRD#: 4578494

Professional summary

Brandon Edward White is a registered financial advisor currently at COYLE CAPITAL, LLC located in Lakeway, Texas.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Brandon has worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Edward White's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 11, 2014 - Present

COYLE CAPITAL, LLC

Office #1: 2802 Flintrock Trace Suite B109, Lakeway, TX 78738

RIA

CRD#: 173822

Lakeway, TX

Past

January 4, 2012 - October 27, 2014

YALE CAPITAL CORP.

RIA

CRD#: 126992

SPICEWOOD, TX

Past

February 27, 2007 - October 24, 2011

ALPHA CAPITAL MANAGEMENT

RIA

CRD#: 121703

AUSTIN, TX

Past

October 19, 2005 - December 31, 2006

SAMCO FINANCIAL SERVICES, INC.

CRD#: 30108

AUSTIN, TX

Past

May 28, 2003 - June 21, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WASHINGTON, DC

Past

May 15, 2003 - June 21, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

November 27, 2002 - March 11, 2003

RIGGS SECURITIES INC.

CRD#: 46202

WASHINGTON, DC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COYLE CAPITAL, LLC

1626 WEALTH MANAGEMENT & RETIREMENT PLANNING | WOLF RETIREMENT NAVIGATION | WHITE, BRANDON E | COYLE CAPITAL, LLC | B&D WHITE CAPITAL COMPANY, LLC

CRD#: 173822 / SEC#: 801-116701

RIA

Registered Investment Advisory firm - (5/28/2019 Approved)

California

Registered Investment Advisory firm - (6/30/2019 Terminated)

Illinois

Registered Investment Advisory firm - (5/28/2019 Terminated)

Texas

Registered Investment Advisory firm - (5/31/2019 Terminated)

Virginia

Registered Investment Advisory firm - (5/31/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(12/11/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/16/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/25/2002

General Securities Representative Examination

Current Firm

COYLE CAPITAL, LLC

1626 WEALTH MANAGEMENT & RETIREMENT PLANNING | WOLF RETIREMENT NAVIGATION | WHITE, BRANDON E | COYLE CAPITAL, LLC | B&D WHITE CAPITAL COMPANY, LLC

CRD#: 173822 / SEC#: 801-116701

RIA

Registered Investment Advisory firm - (5/28/2019 Approved)

California

Registered Investment Advisory firm - (6/30/2019 Terminated)

Illinois

Registered Investment Advisory firm - (5/28/2019 Terminated)

Texas

Registered Investment Advisory firm - (5/31/2019 Terminated)

Virginia

Registered Investment Advisory firm - (5/31/2019 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2802 Flintrock Trace Suite B109, Lakeway, TX 78738

Mailing Address

Phone number

(512) 522-9043

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	733
AUM (Assets Under Management)	$ 800,453,182

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Eric Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Jeffrey Weeks

ATX PORTFOLIO ADVISORS, LLC

IAR

Austin, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brandon E. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Edward White's CRS (Customer Relationship Summary).

Certified licenses

Experience

YALE CAPITAL CORP.

ALPHA CAPITAL MANAGEMENT

SAMCO FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIGGS SECURITIES INC.

Primary Firm SEC Registration

COYLE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/16/2002

Series 7

Date: 11/25/2002

Current Firm

COYLE CAPITAL, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COYLE CAPITAL, LLC

TRUST BUT VERIFY

Similar Advisors