Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
320 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$800.5M

Fee Structure

Minimum Investment:None

BDW Capital's annual fee for portfolio management, family office, and wealth planning services ranges from 0.25% to 2.5% of assets under management. The final fee is negotiable and included in the Investment Advisory Agreement. Fees are billed monthly or quarterly based on the value of the client's accounts on the last business day of the previous billing period. There is no account minimum, but BDW Capital reserves the right to terminate accounts that are too small to manage effectively.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Loading...

Advisor Information

Office location

2802 Flintrock Trace, Suite B109, Lakeway, TX, 78738

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Coyle Capital, LLC
March 2025 - Present · 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.