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Brandon Edward White

B&D WHITE CAPITAL COMPANY, LLC·LAKEWAY, Texas
Series 7, Series 66Clean record23 years registeredB&D WHITE CAPITAL COMPANY, LLC
2802 FLINTROCK TRACE, LAKEWAY, TX 78738CRD# 4578494Firm CRD# 173822

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandon Edward White · LAKEWAY, TX
Registration
CRD #4578494 · B&D WHITE CAPITAL COMPANY, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

COYLE CAPITAL, LLC
Dec 2014 – present
YALE CAPITAL CORP.
Jan 2012 – Oct 2014
SPICEWOOD, TX
ALPHA CAPITAL MANAGEMENT
Feb 2007 – Oct 2011
AUSTIN, TX
MERRILL LYNCH PIERCE FENNER & SMITH INC.
May 2003 – Jun 2005
WASHINGTON, DC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · May 28, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
B&D WHITE CAPITAL COMPANY, LLC
CRD 173822 · SEC 801-116701
AUM
$626M
Regulatory assets under management
Employees
5
661 client accounts
Services offered by B&D WHITE CAPITAL COMPANY, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at B&D WHITE CAPITAL COMPANY, LLC →
Introduction

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05

Frequently Asked Questions

What services does Brandon Edward White offer?
Brandon Edward White specializes in Investment Management, Fee-Only Advisory. Contact their office in LAKEWAY, Texas for a consultation.
What are Brandon Edward White's credentials?
Brandon Edward White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon Edward White located?
Brandon Edward White is based in LAKEWAY, Texas, working with B&D WHITE CAPITAL COMPANY, LLC. Their office serves clients in the LAKEWAY metropolitan area and surrounding communities.
How does Brandon Edward White charge for services?
Brandon Edward White's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is B&D WHITE CAPITAL COMPANY, LLC?
B&D WHITE CAPITAL COMPANY, LLC has approximately 5 employees and manages $626M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at B&D WHITE CAPITAL COMPANY, LLC

Dustin John White
LAKEWAY, TX

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