Hedge Fund Database

COYLE

COYLE FINANCIAL COUNSEL, LLC Legal Name

Adviser information for COYLE last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Illinois, United States

Employees

Total Number of Employees 22
Investment Advisory/Research 10
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 10
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,846 $723.2M
Non-Discretionary 436 $99.9M
Total 2,282 $823.0M

Clients

Type Number RAUM
Individuals 228 $94.6M
HNW Individuals 182 $728.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $420,916
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 3
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Publication of periodicals or newsletters
Compensation % of AUMHourly chargesSubscription feesFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-17378
SEC ERA File Number 801-17378
SEC CIK Numbers 1593038
SEC CRD Numbers 110593
Legal Entity Identifier None

Principal Office

2700 PATRIOT BLVD.
SUITE 440
GLENVIEW
IL
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 847-441-5644, Fax: 847-441-5258

Websites

www.youtube.com/user/coylefinancial www.facebook.com/coylefinancial/ www.linkedin.com/company/coyle-financial-counsel twitter.com/coylefinancial?lang=en www.coylefinancial.com coyle.com

Chief Compliance Officer

DAVE SMESTUEN
CFO
2700 PATRIOT BLVD.
SUITE 440
GLENVIEW
IL
United States
Tel: 847-441-5644
Fax: 847-441-5258
(Full email address available in API data)

Regulatory Contact

GARY KLABEN
CEO
2700 PATRIOT BLVD
SUITE 440
GLENVIEW
IL
United States
Tel: 847-441-5644
Fax: 847-441-5258
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KLABEN, GARY, WILLIAM Individual – PRESIDENT/MANAGING MEMBER 10/2015 < 5%
COYLE, KEVIN, THOMAS Individual – MANAGING MEMBER 10/2015 < 5%
COYLE HOLDINGS LLC Domestic Entity – OWNER 10/2015 > 75%
KLABEN, GARY, WILLIAM Individual COYLE HOLDINGS LLC MEMBER 10/2015 50-75%
COYLE, KEVIN, THOMAS Individual COYLE HOLDINGS LLC MEMBER 10/2015 50-75%
Smestuen, David, Geoffrey Individual – CCO 09/2021 < 5%

No. Employees, Historic

30150201920202021202220232024202519 on 8/26/201919 on 3/13/202019 on 5/19/202019 on 6/30/202023 on 3/29/202123 on 4/20/202123 on 10/1/202123 on 11/16/202123 on 3/29/202223 on 5/5/202223 on 7/25/202223 on 7/25/202224 on 3/30/202324 on 4/4/202324 on 9/8/202324 on 9/8/202324 on 9/21/202322 on 3/15/2024

RAUM, Historic

900M450M02019202020212022202320242025586649200 on 8/26/2019672849003 on 3/13/2020672849003 on 5/19/2020672849003 on 6/30/2020739100467 on 3/29/2021739100467 on 4/20/2021739100467 on 10/1/2021739100467 on 11/16/2021855372435 on 3/29/2022855372435 on 5/5/2022855372435 on 7/25/2022855372435 on 7/25/2022729194236 on 3/30/2023729194236 on 4/4/2023729194236 on 9/8/2023729194236 on 9/8/2023729194236 on 9/21/2023823044135 on 3/15/2024

No. Clients, Historic

50025002019202020212022202320242025388 on 8/26/2019398 on 3/13/2020398 on 5/19/2020398 on 6/30/2020404 on 3/29/2021404 on 4/20/2021404 on 10/1/2021404 on 11/16/2021427 on 3/29/2022427 on 5/5/2022427 on 7/25/2022427 on 7/25/2022415 on 3/30/2023415 on 4/4/2023415 on 9/8/2023415 on 9/8/2023415 on 9/21/2023411 on 3/15/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 702K 6K –
ABBVIE INC COM 1M 7K –
ALPHABET INC CAP STK CL C 1M 8K –
ALPHABET INC CAP STK CL A 956K 6K –
AMAZON COM INC COM 2M 12K –
AMERICAN HOMES 4 RENT CL A 2M 49K –
AMERICAN TOWER CORP NEW COM 429K 2K –
APPLE INC COM 3M 17K –
AUTOZONE INC COM 2M 702 –
BANK AMERICA CORP COM 283K 7K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 225K 535 –
BERRY GLOBAL GROUP INC COM 3M 55K –
BIOMERICA INC COM NEW 8K 10K –
BOEING CO COM 203K 1K –
CATERPILLAR INC COM 494K 1K –
CHARGEPOINT HOLDINGS INC COM CL A 21K 11K –
CLEAN HARBORS INC COM 4M 19K –
CME GROUP INC COM 255K 1K –
CRH PLC ORD 2M 28K –
CROWDSTRIKE HLDGS INC CL A 224K 700 –
DECKERS OUTDOOR CORP COM 817K 868 –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 6M 227K –
EA SERIES TRUST FREEDOM 100 EM 13M 385K –
FEDEX CORP COM 2M 8K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 21M 461K –
FIDELITY WISE ORIGIN BITCOIN SHS 568K 9K –
FLUX PWR HLDGS INC COM NEW 66K 15K –
GOLDMAN SACHS ETF TR ACCES TREASURY 1M 11K –
GRAPHIC PACKAGING HLDG CO COM 3M 115K –
GREENPOWER MTR CO INC COM NEW 24K 12K –
HOME DEPOT INC COM 317K 826 –
INVESCO QQQ TR UNIT SER 1 14M 31K –
ISHARES TR CORE S&P MCP ETF 8M 136K –
ISHARES TR CORE S&P500 ETF 39M 75K –
ISHARES TR S&P 500 GRWT ETF 324K 4K –
ISHARES TR RUSSELL 3000 ETF 828K 3K –
ISHARES TR 0-3 MNTH TREASRY 239K 2K –
ISHARES TR BLACKROCK ULTRA 510K 10K –
ISHARES TR EAFE SML CP ETF 3M 43K –
JPMORGAN CHASE & CO COM 262K 1K –
KNIGHT-SWIFT TRANSN HLDGS IN CL A 1M 18K –
LEXICON PHARMACEUTICALS INC COM NEW 30K 13K –
LKQ CORP COM 3M 63K –
MASCO CORP COM 2M 25K –
MCDONALDS CORP COM 614K 2K –
META PLATFORMS INC CL A 442K 910 –
MICROSOFT CORP COM 991K 2K –
NVIDIA CORPORATION COM 3M 3K –
PINNACLE FINL PARTNERS INC COM 1M 16K –
PPG INDS INC COM 2M 14K –
PROGRESSIVE CORP COM 3M 14K –
QUALCOMM INC COM 222K 1K –
RB GLOBAL INC COM 3M 33K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 230K 2K –
SPDR S&P 500 ETF TR TR UNIT 2M 4K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 2M 3K –
SPDR SER TR BLOOMBERG 1-3 MO 3M 31K –
STARBUCKS CORP COM 234K 3K –
UNION PAC CORP COM 310K 1K –
VANGUARD BD INDEX FDS VANGUARD ULTRA 11M 226K –
VANGUARD INDEX FDS S&P 500 ETF SHS 10M 20K –
VANGUARD INDEX FDS SMALL CP ETF 203K 890 –
VANGUARD INDEX FDS TOTAL STK MKT 4M 17K –
VANGUARD INDEX FDS EXTEND MKT ETF 3M 20K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 1M 31K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 11M 100K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 9M 116K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 15M 190K –
VANGUARD STAR FDS VG TL INTL STK F 7M 113K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 38M 754K –
VERTEX ENERGY INC COM 14K 10K –
VERU INC COM 7K 10K –
VISTEON CORP COM NEW 2M 14K –
WELLS FARGO CO NEW COM 234K 4K –