COYLE CAPITAL, LLC
SEC RegisteredNo kickbacks, no conflicts
About the firm
Coyle Capital is a fee-only, independent investment advisory firm offering a full suite of financial services with no product sales incentives. Acting as an independent fiduciary, the firm serves institutions, individuals, families, and financial intermediaries with a client-first mindset. The firm prides itself on transparency, low costs, and getting to know every client personally as a boutique firm.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private wealth management, investment management, outsourced CIO services, financial planning (including estate planning, tax strategy, risk management, retirement, education, and charitable planning), ultra-affluent practice, retirement solutions (401(k) plan services), business valuation, and institutional services.
Who they serve
Institutions and consultants (board members, trustees, investment committees, actuaries), individuals and families (including high-net-worth individuals, family office groups, and multi-generational families), ultra-affluent clients, and financial intermediaries (investment platforms and financial advisors).
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 124 | $25M |
| High Net Worth Individuals | 186 | $897M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COYLE CAPITAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.