Coyle Capital, LLC
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Overview
Coyle Capital, LLC operates as an advisory company that has its headquarters in Austin, Texas. The company controls $299.6 million in total assets across 547 customer accounts, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). It has a small group, including 5 financial advisors. Coyle Capital, LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as bonds, options and stocks.
Coyle Capital, LLC oversees all of the company's accounts on a discretionary basis. Discretionary management is a structure in which transaction decisions for the client's account are made by a portfolio manager without requiring the customer's consent. The investment advisory firm's typical account size is $547,641. The average financial advisor at Coyle Capital, LLC oversees around 109 client accounts.
The company's main office is located at 2802 Flintrock Trace, Austin, Texas 78738. It is legally registered to provide services to customers across a few states, including Arizona, California, Florida, Georgia, Illinois, Pennsylvania, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Coyle Capital, LLC by the Numbers
$299.6 million
5
547
$547.6 thousand
Fee Structure
Fees for financial management largely are based on the type of services offered. However, fees billed by Coyle Capital, LLC typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with retail investors and high net worth investors. Out of its 547 customers, Coyle Capital, LLC's largest client by number of accounts is retail investors, but it also caters to 122 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 49.39%
- Other Individuals - 50.61%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Coyle Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Coyle Capital, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Paradise Valley, AZ
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