Coyle Capital, LLC
Firm details
- Headquarters
- Lakeway, Texas
- CRD number
- 173822
- Registered since
- May 28, 2019
- Website
- coylecap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.95%
- Individuals2.71%
- Corporations / Businesses0.34%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Coyle Capital, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm is SEC registered (registered in 2019) and charges clients a fee based on a percentage of assets under management. Its client base includes high-net-worth individuals and families as well as institutional accounts, and its primary advisory activity is portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and does not position itself as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities21%
- US Government Bonds3%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$786M in ETFs
34%
$268M
63%
$518M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $97.4M | 760,638 | 12.39% |
Location
Lakeway, TX
Travis
Location
Lakeway, TX
Headquartered in Lakeway, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 2802 Flintrock Trce
- Time zone
- CT (UTC-6)
- Office locations
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