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David Benjamin Merritt

Investment adviser representative at Boyle Capital
21 yearsExperience
1 stateRegistered in
$342MFirm assets
19 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Boyle CapitalJun 2016 to now
  2. Boyle Capital Management, LLCApr 2016 to now
  3. Sterling Financial Advisory Services, LLCFeb 2014 to now
  4. Brinkman & Reed, CpasDec 2005 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 1 state (IA).

Boyle Capital

Legal name: Boyle Capital Management, L.L.C.

$342MAssets managed
423Clients
4Advisers
19 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3109390
Firm CRD
132416
Advisor's SEC record (opens in a new tab)
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