COYLE

Legal name: COYLE FINANCIAL COUNSEL, LLC

CRD 110593File 801-17378

APPROVED

Retail clients

Custody

Filing as of Mar 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.05B

Above cohort median (national)

Discretionary AUM

$933.2M

Non-discretionary $116.2M

Clients

439

2,270 accounts

Employees

Above cohort median in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jul 22, 1982
Principal office: 2700 PATRIOT BLVD., SUITE 440, GLENVIEW, IL, 60026
Phone: 847-441-5644
Website: https://www.youtube.com/user/coylefinancial

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.05B
Discretionary AUM: $933.2M
Non-discretionary AUM: $116.2M
Discretionary accounts: 1,889
Non-discretionary accounts: 381
Total accounts: 2,270
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$444K
High net worth individuals	234	$997.5M
Individuals (other than high net worth individuals)	204	$51.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Subscription fees
A percentage of assets under your management

Advisory activities

Publications
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.