RIA Intel›Advisers›Ohio›COYNE CAPITAL MANAGEMENT, LLC

COYNE CAPITAL MANAGEMENT, LLC

Advisory

WESTLAKE, OH

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in OH
#656
of 748 advisers by AUM
Average account
$711K
across 108 accounts
AUM per adviser
$77M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$77M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$77M
Discretionary AUM$77M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients28
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
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MDH INVESTMENT MANAGEMENT, INC.
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$76M
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THE CARROLL FINANCIAL GROUP, INC.
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PRISM WEALTH MANAGEMENT LLC
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OAKWOOD FINANCIAL ADVISORS INC
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$78M
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