Emily Koonce
Boyle Capital · West Des Moines, Iowa
Emily Koonce is a fee-only financial advisor at Boyle Capital in West Des Moines, Iowa, who holds the CFP credential. Boyle Capital reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Boyle Capital |
|---|---|
| Based in | West Des Moines, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $342.0M across 1,462 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA · CRD 7262777 |
| Exams passed | Series 65 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.boylecapital.com |
How Emily's firm compares
- Boyle Capital's average account is about $234,000, from its Form ADV (assets managed divided by 1,462 accounts).
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Questions about Emily
Is Emily Koonce a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Boyle Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emily charge for financial advice?
Emily's firm, Boyle Capital, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Emily Koonce based?
Emily Koonce is based in West Des Moines, Iowa.
What credentials does Emily Koonce hold?
Emily Koonce holds the CFP credential.
Is Emily Koonce registered with the SEC?
Yes. Emily Koonce is registered as an investment adviser representative in IA (CRD 7262777), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Boyle Capital manage?
Boyle Capital reports $342.0M across 1,462 accounts in assets under management.
How do I contact Emily Koonce?
Through Emily's website, www.boylecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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