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| Coyle Financial Counsel LLC
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|---|---|
| CRD # | 110593 |
| SEC # | 801-17378 |
| CIK # | 0001593038 |
| AUM | 1,049.5 M (2026-03-23) |
| Employees | 24 (42% Investors, 0% Brokers) |
| Phone | 847-441-5644 |
| Address | 2700 Patriot Blvd Glenview, IL 60026 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.7 | ||
| Apple Inc | 4.8 | ||
| Amazon Com Inc | 3.8 | ||
| Microsoft Corp | 3.3 | ||
| Alphabet Inc | 3.1 | ||
| Alphabet Inc | 2.5 | ||
| Clean Harbors Inc | 2.2 | ||
| CRH Public Ltd Co | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 204 | 51.5 |
| (b) Individuals (high net worth individuals) | 234 | 997.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,270 | 1,049.5 |
| By Discretionary | ||
| Discretionary | 1,889 | 933.2 |
| Non-Discretionary | 381 | 116.2 |
| Total | 2,270 | 1,049.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,049.5 | |
| Total | 2,270 | 1,049.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001593038] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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