Coyle is an SEC registered investment adviser organized as a limited liability company with a primary office location in Glenview, IL. Its latest Form ADV filing, dated March 23, 2026, reports $1.0B in regulatory assets under management, 24 employees, 6 offices, and 2,270 accounts.
Assets Under Management
$1.0B
Employees
24
Offices
6 offices
Total Clients
439
Primary office
GLENVIEW, IL
2700 PATRIOT BLVD., SUITE 440, GLENVIEW, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.3% of total clients.
Top client categories% of clientsClients
1
HNWI
53.3%
234
2
Individuals
46.5%
204
3
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 23, 2026
Discretionary88.9%
$933M
89% of total RAUM88.9%
Non-discretionary11.1%
$116M
11% of total RAUM11.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts2,270
10Y AUM Change+$568M (+118.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee18:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.