Coyle Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lakeway, TX. Its latest Form ADV filing, dated March 23, 2026, reports $925M in regulatory assets under management, 7 employees, 3 offices, and 735 accounts.
Assets Under Management
$925M
Employees
7
Offices
3 offices
Total Clients
313
Primary office
LAKEWAY, TX
2802 FLINTROCK TRACE, SUITE B109, LAKEWAY, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.4% of total clients.
Top client categories% of clientsClients
1
HNWI
59.4%
186
2
Individuals
39.6%
124
3
Corporations
1.0%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$925Mas of March 23, 2026
Discretionary100.0%
$925M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$925M
Total Accounts735
10Y AUM Change+$810M (+701.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee45:1
10Y Employee Change+2 (+40.0%)
* 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.