David
Merritt
Boyle Capital
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About this Advisor
David Merritt is a financial advisor based in West Des Moines, Iowa, working with Boyle Capital. David has previously held positions at Dewaay Capital Management, Boyle Capital Management, LLC, Sterling Financial Advisory Services, LLC, and Brinkman & Reed, Cpas. David has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, David is part of Boyle Capital, which operates out of West Des Moines, Iowa. The firm has 2 offices and 6 employees. The firm manages assets totaling $241.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Boyle Capital includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Boyle Capital Brokerage Details
$241,825,073
6
1,609
$150,295
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Merritt Work History
Boyle Capital Management, LLC
Sterling Financial Advisory Services, LLC
Brinkman & Reed, Cpas
Dewaay Capital Management
Disclosures
Please visit the SEC profile of David Merritt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Boyle Capital
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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