DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner15 years in industry

ADAM HOWARD WOLF

Advisor at COYLE CAPITAL, LLC

LAKEWAY, TX | Jacksonville, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5dce782c-a8c7-ece2-e93c-85f87b8e8570

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 29, 2012 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COYLE CAPITAL, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 23, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Aug 23, 2011
First registration: Feb 29, 2012
Dual registered: no
IAPD individual key: 5868454

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COYLE CAPITAL, LLC	Independent wealth	Jun 16, 2021	n/a	yes	LAKEWAY, TX\|Jacksonville, FL	Current employment
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Jul 28, 2014	Oct 1, 2021	no	JACKSONVILLE, FL	Previous registration
WOLF INVESTMENT ADVISORS LLC	n/a	Jan 2, 2014	Oct 27, 2014	no	JACKSONVILLE, FL	Previous registration
MAGDALEIN & STRATTON RETIREMENT INVESTMENT STRATEGIES, LLC	n/a	Feb 29, 2012	Nov 12, 2013	no	JACKSONVILLE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BROOKSTONE WEALTH ADVISORS, LLC	COYLE CAPITAL, LLC	Oct 1, 2021	Jun 16, 2021	-107	Firm change after gap	RIA to RIA
WOLF INVESTMENT ADVISORS LLC	BROOKSTONE WEALTH ADVISORS, LLC	Oct 27, 2014	Jul 28, 2014	-91	Firm change after gap	Other
MAGDALEIN & STRATTON RETIREMENT INVESTMENT STRATEGIES, LLC	WOLF INVESTMENT ADVISORS LLC	Nov 12, 2013	Jan 2, 2014	51	Firm change	Other

Relationships

Registered with (4)

→ COYLE CAPITAL, LLCRegistered adviserregistration: current employment
Jun 16, 2021 to presentfactForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 28, 2014 to Oct 1, 2021factForm ADV
→ WOLF INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Jan 2, 2014 to Oct 27, 2014factForm ADV
→ MAGDALEIN & STRATTON RETIREMENT INVESTMENT STRATEGIES, LLCRegistered adviserregistration: previous registration
Feb 29, 2012 to Nov 12, 2013factForm ADV

Dated events

No dated event names this entity yet.