Coyle Financial Counsel LLC

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Assets, Funds, Holdings

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Coyle Financial Counsel LLC
CRD #110593
SEC #801-17378
CIK #0001593038
AUM $823.0 MM (2024-03-15)
Employees 22 (45% Investors, 0% Brokers)
Phone847-441-5644
Address2700 Patriot Blvd
Glenview, IL 60026
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
90072054036018002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
CLH 4,778.9 3.7
LKQ 14,124.7 3.4
BERY 7,317.6 3.3
GPK 6,301.8 3.3
PGR 67,509.2 2.9
AAPL 2,382,844.0 2.9
NVDA 399,550.0 2.8
RBA 6,927.9 2.5
CRH 26,132.3 2.4
FDX 62,226.1 2.4
View All
Holdings by Sector ($MM)
3002401801206002012201620202025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 228 94.6
(b) Individuals (high net worth individuals) 182 728.0
(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 2,282 823.0
By Discretionary
Discretionary 1,846 723.2
Non-Discretionary 436 99.9
Total 2,282 823.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 823.0
Total 2,282 823.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001593038]
Comparable Firms State AUM ($BB)
Private Client Services LLC
KY 0.8
Everest Financial Group LLC
MN 0.8
Opal Wealth Advisors LLC
NY 0.8
Sharkey Howes & Javer Inc
CO 0.8
Reagan Companies Asset Management Inc
NY 0.8
The Joseph Group LLC
OH 0.8
Kelly Financial Group LLC
CT 0.8
Black Coral Financial Advisors LLC
NJ 0.8
Realta Investment Advisors Inc
DE 0.8
Financial Advisors Network Inc
CA 0.8
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