COYLE

Overview

Coyle operates as an independent registered investment adviser organized as a limited liability company and has been SEC-registered since 1982. The firm identifies as a capital allocator serving both individual and family clients as well as institutional accounts. Ownership is domestic and includes individual owners. Service delivery mixes several fee arrangements — percentage of assets under management, hourly billing, subscription and fixed fees — and the firm also functions as an insurance broker. Its advisory services span financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, selection of external advisers, and publication of periodicals or newsletters. Coyle is not identified as an active ESG investor in its filings.

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Public Holdings

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Location & Offices