Dustin
White
Coyle Capital, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Dustin White is a financial advisor working out of Austin, Texas with 8 years of industry experience. White is on the advisory team at Coyle Capital, LLC. Their career trajectory has included roles at U.S. Department Of The Treasury and Coyle Capital, LLC. White has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Texas. Coyle Capital, LLC is a business operating out of Austin, TX. The investment advisory business has offices in two locations and just five employees. It controls $300 million in total assets among its 547 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 547 client accounts, 49% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Coyle Capital, Llc provides portfolio management for individuals and small businesses. A financial advisor's fee schedules largely are based on the type of financial services offered. Fee types charged by Coyle Capital, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Coyle Capital, LLC Brokerage Details
$299,559,387
5
547
$547,641
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Dustin White Work History
Dustin has been registered as a financial advisor for 8 years.*
Coyle Capital, LLC
U.S. Department Of The Treasury
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dustin White 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 Coyle Capital, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Paradise Valley, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
