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COYLE

COYLE FINANCIAL COUNSEL, LLC

CRD 110593 · SEC 801-17378

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2700 PATRIOT BLVD., SUITE 440, GLENVIEW, IL, 60026, United States

Phone

847-441-5644

Fax

847-441-5258

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.05B

Discretionary AUM

$933.2M

Team

24 total employees; 10 advisory reps; 3 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Subscription fees; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals

Client types

TypeClientsAUM
Individuals204$51.5M
High net worth individuals234$997.5M
Charitable organizations1$444K

States served

CA, CO, IL, IN, MD, NE, NY, NC, TN, VA, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD