SourcingSourcing

COYLE FINANCIAL COUNSEL, LLC

C40
CRD 110593·SEC 801-17378·GLENVIEW, IL
AUM
$1.05B
$1B+
Est. Revenue
$10.5M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$25.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COYLE FINANCIAL COUNSEL, LLC
CRD
110593
SEC file #
801-17378
EIN
932317996
DBA names
Coyle

Economics

AUM
$1.05B
AUM band
$1B+
AUM trajectory
'20'26
$586.6M → $1.05B▲ +79%
Client mix
Individuals High Net Worth234
Individuals Other204
Charitable Organizations1

Operations

Employees (total)
24
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
9 advisors → 10 advisors▲ +11%
Primary office
GLENVIEW IL
Branches
Count6

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesSubscription feesFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
youtube.com/user/coylefinancial

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COYLE HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
COYLE HOLDINGS LLC
COYLE, KEVIN, THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.098
Wayback Last Material Change
2026-03-09T23:36:06.000Z
Wayback Snapshot Count
157
Wayback Snapshots Last 12mo
5
Wayback First Snapshot
2001-02-20T17:12:35.000Z
Wayback Last Snapshot
2026-03-09T23:36:06.000Z
Rdap Domain
COYLE.COM
Rdap Domain Creation Date
1998-05-26T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy Online Services Cayman Islands Ltd.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001991302
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2023-08-25
Edgar Last Filing Date
2025-08-26
Edgar Form D Count
3
Edgar Form D Offerings
2025-08-262025-08-26 · 0001991302-25-000003
2024-05-312024-05-31 · 0001991302-24-000001

Local market & wealth

Rank targets by how wealthy the local market is

Census Median Hh Income
145,533
Census High Income Households
2127
Census Median Age
46.7
Census Pop 65 66 Total
560
Census Total Households
5,608
Census NAICS 523930 Count
3
Fdic Zip Total Deposits
6,966,283,000
Fdic Zip Branch Count
42
Fdic Zip Top Banks
Wells Fargo Bank, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (29)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
17
Bc Firm IAR Count
17
Census Bachelors Plus Count
3,601
Census Median Home Value
652,700
Census NAICS 523930 Employees
0
Census Unemployed Count
172
Census Zip
60026
Custodian Candidates
Full
Charles Schwab5
E*trade4
Edgar Addresses
Mailing
PO BOX581KAMAS, UT 84036
Business
2617 N STATE ROAD 32KAMAS, UT 84036
Edgar EIN
932317996
Edgar Recent Filings
D2025-08-26 · 0001991302-25-000003
D/A2024-05-31 · 0001991302-24-000001
Fdic Zip Branches Raw
MB Financial Bank, National AssociationGlenview, IL
MB Financial Bank, National AssociationGlenview, IL
Fdic Zip HHI
3189.76
Fdic Zip Top Bank Share Pct
45.92
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-05-25T04:00:00Z
Rdap Domain Last Changed
2025-05-26T19:22:31Z
Rdap Nameservers
Dora.ns.cloudflare.comMiles.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No
Wayback Avg Days Between Changes
114.4
Wayback Closest Snapshot Ts
2026-03-09T23:36:06.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20260309233606/https://www.coyle.com/
Wayback Distinct Digest Count
81

People (11)

11
Smestuen, David, Geoffrey
IAR · Executive Officer · 2.5%
7449682
KLABEN, GARY, WILLIAM
IAR · Executive Officer · 2.5%
1482457
COYLE, KEVIN, THOMAS
IAR · Executive Officer · 2.5%
1877243
DEREK MICHAEL KYLER
IAR
7869408
REBECCA Carroll FRAGASSI
IAR
5282599
JOAN FEROL BLOCK
IAR
722529
ADAM ROBERT BLONSKY
IAR
1215773
RYAN MICHAEL JUNE
IAR
7588799
Jenny Lee Selvaggio
IAR
6138656
JOHN GARDNER FINLEY
IAR
5966230
WILLIAM MATTHEW PALMER
IAR
5700161