# Coyle

> 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.

- CRD: 110593
- Filed as: COYLE
- Legal name: Coyle Financial Counsel, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glenview, IL
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110593
- AdvisorCensus page: https://advisorcensus.com/firm/coyle-glenview-il-110593

## Quick answers

**How is Coyle compensated?**
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).

**Where is Coyle located?**
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).

**Is Coyle registered with the SEC or a state?**
Coyle is an SEC-registered investment advisory firm, registered since 1982. Status as filed: Approved. CRD 110593.

**How much does Coyle manage?**
Coyle reports $1,049,463,558 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (89% discretionary).

**How have Coyle's assets and staff changed since 2021?**
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.

**What types of clients does Coyle serve?**
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).

**Which custodians does Coyle use?**
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.

**Does Coyle report any disciplinary disclosures?**
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

**What changed in Coyle's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $922,183,434 to $1,049,463,558 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Minimum annual fee: $10,000

> Coyle requires a minimum annual fee of $10,000.

> Coyle generally requires a minimum annual fee of $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,049,463,558
- Discretionary: $933,214,834
- Non-discretionary: $116,248,724

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 204 | $51,539,363 |
| High net worth individuals | 234 | $997,480,297 |
| Charitable organizations | 1 | $443,898 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1982 (44 years)
- Employees: 24 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IL, IN, MD, NC, NE, NY, TN, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Fort Myers, FL

### Websites listed on Form ADV (Item 1.I)
- coyle.com
- coylefinancial.com
- Facebook @coylefinancial
- LinkedIn @coyle-financial-counsel
- X @coylefinancial
- YouTube @coylefinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $739,100,467 | 23 | October 1, 2021 |
| October 2022 | $855,372,435 | 23 | July 25, 2022 |
| October 2023 | $729,194,236 | 24 | September 21, 2023 |
| October 2024 | $823,044,135 | 22 | March 15, 2024 |
| October 2025 | $922,183,434 | 22 | February 25, 2025 |
| October 2026 | $1,049,463,558 | 24 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $922,183,434 to $1,049,463,558 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coyle (CRD 110593): Form ADV filing data as of October 2026.