Coyle

RIASEC Registered

Total AUM

$1B

Discretionary

$933M

89% of AUM

Avg account

$462K

Accounts

2,270

Employees

Advisory reps

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 that provides fee-based wealth management and financial planning to both individual/family and institutional clients. The firm is registered with the SEC (initial registration year 1982) and operates as a capital allocator, sourcing and placing client capital with outside managers as well as managing portfolios directly. Its service offering includes financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and the publication of periodic newsletters. Coyle also operates as an insurance broker and uses a mix of fee structures — percentage of AUM, hourly, subscription and fixed fees — depending on client needs.