{ "crd_number": 110593, "slug": "coyle-glenview-il-110593", "primary_business_name": "COYLE", "legal_name": "COYLE FINANCIAL COUNSEL, LLC", "dbas": [], "city": "Glenview", "state": "IL", "country": "United States", "cbsa_code": "16980", "metro": { "cbsa_code": "16980", "common_name": "Chicago", "msa_name": "Chicago-Naperville-Elgin, IL-IN", "path": "/advisors/il/chicago" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1982-07-22", "years_registered": 44, "period": "2026-10-01", "filing_date": "2026-03-23", "carried_forward": false, "raum_total": 1049463558.0, "raum_discretionary": 933214834.0, "raum_non_discretionary": 116248724.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 24, "advisory_employees": 10, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 443898.0, "count": 1, "fewer_than_5": true }, "individuals": { "raum": 51539363.0, "count": 204 }, "high_net_worth_individuals": { "raum": 997480297.0, "count": 234 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum", "subscription" ], "advisory_activities": [ "financial_planning", "periodicals_newsletters", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "CO", "FL", "IL", "IN", "MD", "NC", "NE", "NY", "TN", "TX", "VA", "WI" ], "websites": [ "https://coyle.com", "https://coylefinancial.com", "https://facebook.com/coylefinancial", "https://linkedin.com/company/coyle-financial-counsel", "https://twitter.com/coylefinancial?lang=en", "https://youtube.com/user/coylefinancial" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110593", "city_as_filed": "GLENVIEW", "url": "https://advisorcensus.com/firm/coyle-glenview-il-110593", "display_name": "Coyle", "summary": "Coyle is an SEC-registered investment advisory firm in Glenview, IL, registered since 1982, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.", "citation": "AdvisorCensus. Coyle (CRD 110593): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Subscription fees (for a newsletter or periodical)", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)", "Publication of periodicals or newsletters" ], "quick_answers": [ { "q": "How is Coyle compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Coyle reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees)." }, { "q": "Where is Coyle located?", "a": "Coyle's principal office is in Glenview, IL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Coyle registered with the SEC or a state?", "a": "Coyle is an SEC-registered investment advisory firm, registered since 1982. Status as filed: Approved. CRD 110593." }, { "q": "How much does Coyle manage?", "a": "Coyle reports $1,049,463,558 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (89% discretionary)." }, { "q": "How have Coyle's assets and staff changed since 2021?", "a": "In the Form ADV data for Coyle: Regulatory assets under management: $739,100,467 in the October 2021 data and $1,049,463,558 in the October 2026 data, up 42%. Total employees: 23 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Coyle serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (234); individuals (other than high net worth individuals) (204); charitable organizations (1)." }, { "q": "Which custodians does Coyle use?", "a": "Coyle's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Coyle report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110593" }, { "q": "What changed in Coyle's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $922,183,434 to $1,049,463,558 (+14%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 739100467.0, "total_employees": 23, "filing_date": "2021-10-01" }, { "period": "2022-10-01", "regulatory_assets_under_management": 855372435.0, "total_employees": 23, "filing_date": "2022-07-25" }, { "period": "2023-10-01", "regulatory_assets_under_management": 729194236.0, "total_employees": 24, "filing_date": "2023-09-21" }, { "period": "2024-10-01", "regulatory_assets_under_management": 823044135.0, "total_employees": 22, "filing_date": "2024-03-15" }, { "period": "2025-10-01", "regulatory_assets_under_management": 922183434.0, "total_employees": 22, "filing_date": "2025-02-25" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1049463558.0, "total_employees": 24, "filing_date": "2026-03-23" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $922,183,434 to $1,049,463,558 (+14%)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 23, 2026", "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": "$10,000", "figures": [ { "label": "Minimum annual fee", "statements": [ "Minimum annual fee: $10,000" ], "quotes": [ "Coyle requires a minimum annual fee of $10,000.", "Coyle generally requires a minimum annual fee of $10,000." ] } ], "quotes": [ "Coyle requires a minimum annual fee of $10,000.", "Coyle generally requires a minimum annual fee of $10,000." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Charles Schwab", "name_as_filed": "CHARLES SCHWAB", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/coyle-glenview-il-110593.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 204, "fewer_than_5": false, "raum": 51539363.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 234, "fewer_than_5": false, "raum": 997480297.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 1, "fewer_than_5": true, "raum": 443898.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110593", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }