Emily L. Koonce

BOYLE CAPITAL

West Des Moines, IA 50266-2300

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CRD#: 7262777

Professional summary

Emily Louise Koonce, CFP®, who also goes by Emily Louise Merritt, is a registered financial advisor currently at BOYLE CAPITAL located in West Des Moines, Iowa.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Emily has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Emily Louise Merritt

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 Emily Louise Koonce'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®

CFP^®

Certified Financial Planner

Experience

Current

June 4, 2020 - Present

BOYLE CAPITAL

Office #1: 1230 Office Plaza Drive, West Des Moines, IA 50266-2300

RIA

CRD#: 132416

West Des Moines, IA

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".

BOYLE CAPITAL

BOYLE CAPITAL | BOYLE CAPITAL MANAGEMENT, LLC | BOYLE CAPITAL MANAGEMENT, L.L.C.

CRD#: 132416 / SEC#: 801-67954

RIA

Registered Investment Advisory firm - (5/21/2007 Approved)

Iowa

Registered Investment Advisory firm - (6/13/2007 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

Iowa
(6/4/2020)

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 65

Date: 5/20/2020

Uniform Investment Adviser Law Examination

Current Firm

BOYLE CAPITAL

BOYLE CAPITAL | BOYLE CAPITAL MANAGEMENT, LLC | BOYLE CAPITAL MANAGEMENT, L.L.C.

CRD#: 132416 / SEC#: 801-67954

RIA

Registered Investment Advisory firm - (5/21/2007 Approved)

Iowa

Registered Investment Advisory firm - (6/13/2007 Terminated)

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Contact information

Main Address

1230 Office Plaza Drive, West Des Moines, IA 50266-2300

Mailing Address

Phone number

(515) 327-1870

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BOYLE CAPITAL MANAGEMENT WRAP FEE BROCHURE (3/24/2025)

BOYLE CAPITAL MANAGEMENT, LLC ADV PART 2A BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,504
AUM (Assets Under Management)	$ 298,260,679

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.

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Emily L. Koonce

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Louise Koonce's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOYLE CAPITAL

Primary Firm SEC Registration

BOYLE CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/2020

Current Firm

BOYLE CAPITAL

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOYLE CAPITAL

TRUST BUT VERIFY

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