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| Happy Holidays!! thanks for using AUM13F!! |
| Coyle Financial Counsel LLC
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| CRD # | 110593 |
| SEC # | 801-17378 |
| CIK # | 0001593038 |
| AUM | $922.2 M (2025-02-25) |
| Employees | 22 (45% Investors, 0% Brokers) |
| Phone | 847-441-5644 |
| Address | 2700 Patriot Blvd Glenview, IL 60026 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.4 | ||
| Amazon Com Inc | 3.2 | ||
| Apple Inc | 2.9 | ||
| Microsoft Corp | 2.7 | ||
| Clean Harbors Inc | 2.4 | ||
| Kirby Corp | 2.1 | ||
| Autozone Inc | 2.1 | ||
| Ciena Corp | 2.0 | ||
| CRH Public Ltd Co | 1.9 | ||
| Tempur Pedic International Inc | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 57.9 |
| (b) Individuals (high net worth individuals) | 218 | 863.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,381 | 922.2 |
| By Discretionary | ||
| Discretionary | 1,931 | 808.6 |
| Non-Discretionary | 450 | 113.6 |
| Total | 2,381 | 922.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 922.2 | |
| Total | 2,381 | 922.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001593038] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KFG Wealth Management LLC
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|
IN | 0.9 |
|
FORM Wealth Advisors LLC
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|
WI | 0.9 |
|
Insight Wealth Strategies LLC
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|
CA | 0.9 |
|
The Financial Consulate Inc
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|
MD | 0.9 |
|
Lafleur & Godfrey LLC
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|
MI | 0.9 |
|
Sikich Capital Management LLC
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|
IL | 0.9 |
|
Sharkey Howes & Javer Inc
✚
|
CO | 0.9 |
|
Everest Financial Group LLC
✚
|
MN | 0.9 |
|
Packerland Brokerage Services Inc
✚
|
WI | 0.9 |
|
Lineweaver Wealth Advisors LLC
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|
OH | 0.9 |