Coyle Financial Counsel, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $933M
- Clients
- 439
- Avg AUM / client
- $2.4M
- Accounts
- 2,270
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Investments (13F portfolio — 113 positions, $472,797,325)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $78,135,960 | 119,618 | 16.5% | 7.45% |
| 2 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $63,822,480 | 995,981 | 13.5% | 6.08% |
| 3 | Fidelity Merrimack Str Tr | TOTAL BD ETF | $36,258,521 | 794,794 | 7.67% | 3.45% |
| 4 | Ea Series Trust | FREEDOM 100 EM | $31,907,297 | 583,848 | 6.75% | 3.04% |
| 5 | Invesco Qqq Tr | UNIT SER 1 | $27,996,752 | 48,506 | 5.92% | 2.67% |
| 6 | Vanguard Scottsdale Fds | SHRT TRM CORP BD | $25,060,370 | 316,139 | 5.3% | 2.39% |
| 7 | Ishares Tr | CORE S&P MCP ETF | $22,500,725 | 333,196 | 4.76% | 2.14% |
| 8 | Vanguard Intl Equity Index F | TT WRLD ST ETF | $20,013,580 | 144,690 | 4.23% | 1.91% |
| 9 | Vanguard Bd Index Fds | VANGUARD ULTRA | $18,416,090 | 369,912 | 3.9% | 1.75% |
| 10 | Vanguard Scottsdale Fds | INT-TERM CORP | $15,273,351 | 184,572 | 3.23% | 1.46% |
| 11 | Vanguard Index Fds | S&P 500 ETF SHS | $12,140,748 | 20,318 | 2.57% | 1.16% |
| 12 | Dimensional Etf Trust | INTL CORE EQT MK | $10,874,749 | 279,126 | 2.3% | 1.04% |
| 13 | Vanguard Star Fds | VG TL INTL STK F | $6,822,017 | 88,471 | 1.44% | 0.65% |
| 14 | Nvidia Corporation | COM | $5,655,480 | 32,428 | 1.2% | 0.54% |
| 15 | Vanguard Index Fds | TOTAL STK MKT | $5,524,108 | 17,219 | 1.17% | 0.53% |
| 16 | Dimensional Etf Trust | INTL CORE EQUITY | $5,481,213 | 154,270 | 1.16% | 0.52% |
| 17 | Apple Inc | COM | $4,817,645 | 18,983 | 1.02% | 0.46% |
| 18 | Vanguard Index Fds | EXTEND MKT ETF | $4,330,499 | 21,042 | 0.92% | 0.41% |
| 19 | Amazon Com Inc | COM | $3,759,274 | 18,050 | 0.8% | 0.36% |
| 20 | Fidelity Covington Trust | ENHANCED INTL | $3,658,508 | 98,347 | 0.77% | 0.35% |
| 21 | Microsoft Corp | COM | $3,323,955 | 8,980 | 0.7% | 0.32% |
| 22 | Alphabet Inc | CAP STK CL C | $3,143,414 | 10,958 | 0.66% | 0.3% |
| 23 | Alphabet Inc | CAP STK CL A | $2,478,767 | 8,620 | 0.52% | 0.24% |
| 24 | Ishares Tr | EAFE SML CP ETF | $2,355,727 | 30,044 | 0.5% | 0.22% |
| 25 | Spdr Series Trust | STATE STREET SPD | $2,265,158 | 24,718 | 0.48% | 0.22% |
Top 25 of 113 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 204 | $51.5M | 4.91% |
| High net worth individuals | 234 | $997M | 95.0% |
| Charitable organizations | 1 | $444K | 0.04% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Thomas Coyle | Managing Member | Jan 1993 (34y) | ≈ 37.5% – 75% via Coyle Holdings Llc | |
| Gary William Klaben | President/Managing Member | Chartered Financial Consultant | Sep 1994 (32y) | ≈ 37.5% – 75% via Coyle Holdings Llc |
| David Geoffrey Smestuen | Cco | Sep 2021 (5y) | Less than 5% | |
| Adam Robert Blonsky | Registered representative | CFP | Sep 2011 (15y) | |
| John Gardner Finley | Registered representative | CFA | Mar 2016 (10y) | |
| Rebecca Carroll Fragassi | Registered representative | CFP | Sep 2017 (9y) | |
| William Matthew Palmer | Registered representative | Jul 2020 (6y) | ||
| Jenny Lee Selvaggio | Registered representative | CFP | Aug 2020 (6y) | |
| Ryan Michael June | Registered representative | Jun 2022 (4y) | ||
| Derek Michael Kyler | Registered representative | Feb 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Coyle Holdings Llc | Owner | Oct 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kevin Thomas Coyle: 50% – 75% of Coyle Holdings Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Gary William Klaben: 50% – 75% of Coyle Holdings Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 979 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $1.0B (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗