Coyle Financial Counsel, LLC
● SEC registered since 1982CRD 110593SEC# 801-17378Glenview, IL
Reg. AUM
$1.05B
Employees
24
Accounts
2,270
Location
Glenview, IL
Coyle Financial Counsel, LLC assets under management
Coyle Financial Counsel, LLC is an investment advisory firm registered with the SEC based in Glenview, IL. The firm has been registered since 1982. It reports $1 billion in regulatory assets under management and employs 24 people.
Coyle Financial Counsel, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Coyle Holdings LLC Control | Owner | Over 75% | 2015 |
| David Geoffrey Smestuen Control | Cco | Under 5% | 2021 |
| Gary William Klaben Control | President/Managing Member | Under 5% | 2015 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Coyle Financial Counsel, LLC manage?
Coyle Financial Counsel, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Coyle Financial Counsel, LLC have?
Coyle Financial Counsel, LLC reports 24 employees.
Where is Coyle Financial Counsel, LLC located?
Coyle Financial Counsel, LLC is based in Glenview, IL and has been SEC-registered since 1982.
Does Coyle Financial Counsel, LLC disclose fund performance?
Coyle Financial Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2700 Patriot Blvd., Suite 440, Glenview, IL 60026 |
| Phone | 847-441-5644 |
| Fax | 847-441-5258 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1593038 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.05B▲ 28%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$1.05Bregulatory AUM
Discretionary $933.2MNon-discretionary $116.2M