COY CAPITAL MANAGEMENT

Overview

COY Capital Management is an independent registered investment adviser operating as a corporation under individual ownership. The firm serves both individuals and families as well as institutional clients, offering financial planning and portfolio management across individual, pooled, and business/institutional mandates. Compensation is structured as a percentage of assets under management and, in some cases, hourly fees. Service lines include fee-based financial planning and portfolio management for individuals, small businesses and pooled investment vehicles. The firm is also identified as a sponsor and manager of pooled vehicles and as sponsor of limited partnerships, indicating a role in creating or administering private investment structures. COY does not describe itself as an active ESG investor and is not flagged as a multi-state adviser.

Assets & Accounts

Investments & Alternatives