RIA Intel›Advisers›Illinois›COYLE FINANCIAL COUNSEL, LLC

COYLE FINANCIAL COUNSEL, LLC

Advisory

N·GLENVIEW, IL

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$1.0B
1-Year AUM Growth
+12.9%
3-Year CAGR
+3.6%
Employees
10
Assets Under Management
Total AUM$1.0B
Discretionary AUM$933M
Non-Discretionary AUM$116M
Discretionary %88.9%
Total Clients426
Team
Total Employees10
Investment Advisers24
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record67
First FilingMar 23, 2001
Latest FilingMar 23, 2026
🔒 Full AUM trend chart and 67 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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