Coyle

RIASEC RegisteredEst. 1982
Total AUM
$1B
Discretionary
$933M
89% of AUM
Avg account
$462K
Accounts
2,270
Employees
24
Advisory reps
10

Firm details

Headquarters
Glenview, Illinois
CRD number
110593
Registered since
July 22, 1982
Website
www.coyle.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types
  • HNWI95.05%
  • Individuals4.91%
  • Charitable Organizations0.04%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Coyle is an independent registered investment adviser organized as an LLC and operating since 1982. The firm functions as a capital allocator for both individual/family and institutional clients, offering financial planning and discretionary portfolio management across individuals, small businesses and institutions. Coyle also provides selection-of-other-advisers services and publishes periodicals or newsletters as part of its advisory mix. Insurance brokerage is listed among its business activities. Fee arrangements are varied and include percentage-of-AUM fees, hourly charges, subscription fees and fixed fees. The firm does not list active ESG investing as part of its stated approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Exchange Traded Equities 30%, Cash & Cash Equivalents 9%, State & Local Bonds 3%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%, Private Funds 1%52%
  • Public Funds/Mutual Funds52%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents9%
  • State & Local Bonds3%
  • Non-Exchange Traded Equities1%

Owners & executives

2 of 2
  • John Finley

    John Finley

    Chief Investment OfficerCRD 5966230

  • David Smestuen

    David Smestuen

    Chief Operating OfficerCRD 7449682

Contacts

3 of 8
  • Derek Kyler

    Derek Kyler

    Support AdvisorCRD 7869408

  • Jenny Selvaggio

    Jenny Selvaggio

    Wealth AdvisorCRD 6138656

  • William Palmer

    William Palmer

    Financial AdvisorCRD 5700161

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 51

Active vs passive

$473M in ETFs

Passive

83%

$393M

Active

17%

$80M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$91.9M122,73119.41%
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Location

Primary office

Glenview, IL

Cook

Location

Glenview, IL

Headquartered in Glenview, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
2700 Patriot Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth