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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

COYLE

COYLE FINANCIAL COUNSEL, LLC, CRD 110593

GLENVIEW, IL

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:b32d56d9-7753-7e7b-866b-44533220f0c9

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 8
On other graphs: 0
Observed: Nov 18, 2011 to Mar 23, 2026
56 observations

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.0BItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $933M
Private client RAUM: $1.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $95.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 24
Advisory employees: 10
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 2,270
Individual clients: 204
High net worth clients: 234
Custody, client assets: $1.0B
SEC number: 801-17378
CIK: 1593038
CRD: 110593
Filings on the tape: 56
First filed: Nov 18, 2011
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, IL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KEVIN THOMAS COYLE	n/a	GLENVIEW, IL	33	38	n/a	no
GARY WILLIAM KLABEN	Chartered Financial Consultant	Reisterstown, MD \| GLENVIEW, IL	31	39	n/a	no
ADAM ROBERT BLONSKY	Certified Financial Planner	GLENVIEW, IL	15	31	n/a	no
JOHN GARDNER FINLEY	Chartered Financial Analyst	GLENVIEW, IL	10	15	1	no
REBECCA Carroll FRAGASSI	Certified Financial Planner	GLENVIEW, IL	9	19	n/a	no
WILLIAM MATTHEW PALMER	n/a	Fort Myers, FL \| GLENVIEW, IL	6	16	6	no
Jenny Lee Selvaggio	Certified Financial Planner	GLENVIEW, IL	6	11	2	no
David Geoffrey Smestuen	n/a	GLENVIEW, IL	4	18	n/a	no
RYAN MICHAEL JUNE	n/a	GLENVIEW, IL	4	10	n/a	no
DEREK MICHAEL KYLER	n/a	GLENVIEW, IL	2	13	n/a	no
Owen McNamara	n/a	GLENVIEW, IL	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COYLE HOLDINGS LLC	Owner	E	yes	10/2015	Mar 23, 2026	Mar 23, 2026
COYLE, KEVIN, THOMAS	MANAGING MEMBER	Na	yes	10/2015	Mar 23, 2026	Mar 23, 2026
Smestuen, David, Geoffrey	Cco	Na	yes	09/2021	Mar 23, 2026	Mar 23, 2026
COYLE, KEVIN, THOMAS	Member	D	yes	10/2015	Nov 18, 2011	Oct 3, 2024
KLABEN, GARY, WILLIAM	Member	D	yes	10/2015	Nov 18, 2011	Oct 3, 2024
KLABEN, GARY, WILLIAM	PRESIDENT/MANAGING MEMBER	Na	yes	10/2015	Nov 18, 2011	Oct 3, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
FORT MYERS	FL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$1.0B	$933M	24	10	6	n/a	n/a
2024	Feb 25, 2025	$922M	$809M	22	10	1	n/a	n/a
2023	Mar 15, 2024	$823M	$723M	22	10	1	n/a	n/a
2022	Mar 30, 2023	$729M	$629M	24	8	1	n/a	n/a
2021	Mar 29, 2022	$855M	$721M	23	9	1	n/a	n/a
2020	Mar 29, 2021	$739M	$590M	23	9	1	n/a	n/a
2019	Mar 13, 2020	$673M	$543M	19	8	3	n/a	n/a
2018	Mar 13, 2019	$587M	$455M	19	9	3	n/a	n/a
2017	Mar 5, 2018	$524M	$487M	19	9	3	n/a	n/a
2016	Feb 8, 2017	$481M	$453M	24	9	n/a	n/a	n/a
2015	Mar 1, 2016	$485M	$425M	23	9	n/a	n/a	n/a
2014	Mar 5, 2015	$403M	$333M	17	6	n/a	n/a	n/a
2013	Feb 3, 2014	$288M	$268M	18	6	n/a	n/a	n/a
2012	Jan 24, 2013	$106M	$88.4M	17	5	n/a	n/a	n/a
2011	Mar 21, 2012	$102M	$82.8M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	9.1%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.0B	$922M	13.8%	$729M	12.9%	24	22	6	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WHEATON WEALTH PARTNERS, LLC	2	Feb 27, 2016	Mar 1, 2016	WHEATON, IL	Team lift out	Other	100.0%

Relationships

Registered with (15)

← Owen McNamaraAdvisorregistration: current employment
Aug 18, 2026 to presentfactForm ADV
← DEREK MICHAEL KYLERAdvisorregistration: current employment
Feb 7, 2024 to presentfactForm ADV
← RYAN MICHAEL JUNEAdvisorregistration: current employment
Jun 28, 2022 to presentfactForm ADV
← David Geoffrey SmestuenAdvisorregistration: current employment
Jun 27, 2022 to presentfactForm ADV
← Jenny Lee SelvaggioAdvisorregistration: current employment
Aug 15, 2020 to presentfactForm ADV
← WILLIAM MATTHEW PALMERAdvisorregistration: current employment
Jul 10, 2020 to presentfactForm ADV
← REBECCA Carroll FRAGASSIAdvisorregistration: current employment
Sep 20, 2017 to presentfactForm ADV
← JOHN GARDNER FINLEYAdvisorregistration: current employment
Mar 1, 2016 to presentfactForm ADV
← ADAM ROBERT BLONSKYAdvisorregistration: current employment
Sep 8, 2011 to presentfactForm ADV
← GARY WILLIAM KLABENAdvisorregistration: current employment
Sep 26, 1994 to presentfactForm ADV
← KEVIN THOMAS COYLEAdvisorregistration: current employment
Jan 4, 1993 to presentfactForm ADV
← RACHELLE KRISTINE RODMAN DIXAdvisorregistration: previous registration
Aug 29, 2023 to May 1, 2026factForm ADV
← RAHUL PRAKASH SHIRAHATTIAdvisorregistration: previous registration
Aug 30, 2023 to Jun 6, 2025factForm ADV
← HEATHER MARIE COULTERAdvisorregistration: previous registration
Mar 1, 2016 to Jan 5, 2023factForm ADV
← Joseph GallinaAdvisorregistration: previous registration
Jan 5, 2021 to Aug 30, 2022factForm ADV

Controls (4)

← KLABEN, GARY, WILLIAMOwnerMEMBER, ownership code D, individual
Nov 18, 2011 to Oct 3, 2024factForm ADV
← COYLE, KEVIN, THOMASOwnerMEMBER, ownership code D, individual
Nov 18, 2011 to Oct 3, 2024factForm ADV
← Smestuen, David, GeoffreyOwnerCCO, ownership code NA, individual
Oct 1, 2021 to Oct 3, 2024factForm ADV
← COYLE HOLDINGS LLCOwnerOWNER, ownership code E, domestic entity
Dec 7, 2015 to Oct 3, 2024factForm ADV

Moved with (1)

← WHEATON WEALTH PARTNERS, LLCRegistered adviser2 advisors, team lift out, same day
Feb 27, 2016 to Mar 1, 2016factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 1, 2026
Advisor changed firm
Rachelle Kristine Rodman Dix left Coyle for Beacon Pointe Advisors, Llc (registered 2026-04-02)
Form ADVobserved 6 days ago
Occurred
Jun 6, 2025
Advisor changed firm
Rahul Prakash Shirahatti left Coyle for Sgl Financial, Llc (registered 2025-06-11)
Form ADVobserved 6 days ago
Occurred
Jan 5, 2023
Advisor changed firm
Heather Marie Coulter left Coyle for William Howard & Co. Financial Advisors, Inc. (registered 2023-01-03)
Form ADVobserved 6 days ago
Occurred
Aug 30, 2022
Advisor changed firm
Joseph Gallina left Coyle for J.P. Morgan Securities Llc (registered 2022-10-03)
Form ADVobserved 6 days ago
Occurred
Nov 16, 2021
Control person left
Rolla John Dragstrem (Owner) no longer on Schedule A of Coyle (listed 2021-10-01, absent 2021-11-16)
Form ADVobserved 6 days ago
Occurred
Oct 1, 2021
Control person joined
Geoffrey David Smestuen (Cco) appeared on Schedule A of Coyle
Form ADVobserved 6 days ago
Occurred
Nov 4, 2015
Succession filed (Item 4)
Coyle Financial Counsel, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Mar 23, 2026
Coyle reported 6 offices beyond its principal office, up from 1 (2025-02-25 to 2026-03-23)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b32d56d9-7753-7e7b-866b-44533220f0c9
First observed: Nov 18, 2011
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COYLE

COYLE FINANCIAL COUNSEL, LLC, CRD 110593

GLENVIEW, IL

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:b32d56d9-7753-7e7b-866b-44533220f0c9

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:38 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KEVIN THOMAS COYLE

n/a

GLENVIEW, IL

n/a

GARY WILLIAM KLABEN

Chartered Financial Consultant

Reisterstown, MD | GLENVIEW, IL

n/a

ADAM ROBERT BLONSKY

Certified Financial Planner

GLENVIEW, IL

n/a

JOHN GARDNER FINLEY

Chartered Financial Analyst

GLENVIEW, IL

REBECCA Carroll FRAGASSI

Certified Financial Planner

GLENVIEW, IL

n/a

WILLIAM MATTHEW PALMER

n/a

Fort Myers, FL | GLENVIEW, IL

Jenny Lee Selvaggio

Certified Financial Planner

GLENVIEW, IL

David Geoffrey Smestuen

n/a

GLENVIEW, IL

n/a

RYAN MICHAEL JUNE

n/a

GLENVIEW, IL

n/a

DEREK MICHAEL KYLER

n/a

GLENVIEW, IL

n/a

Owen McNamara

n/a

GLENVIEW, IL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COYLE HOLDINGS LLC

Owner

yes

10/2015

Mar 23, 2026

COYLE, KEVIN, THOMAS

MANAGING MEMBER

yes

10/2015

Mar 23, 2026

Smestuen, David, Geoffrey

Cco

yes

09/2021

Mar 23, 2026

COYLE, KEVIN, THOMAS

Member

yes

10/2015

Nov 18, 2011

Oct 3, 2024

KLABEN, GARY, WILLIAM

Member

yes

10/2015

Nov 18, 2011

Oct 3, 2024

KLABEN, GARY, WILLIAM

PRESIDENT/MANAGING MEMBER

yes

10/2015

Nov 18, 2011

Oct 3, 2024

City

State

Country

Employees

Also broker-dealer

FORT MYERS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$1.0B

$933M

n/a

2024

Feb 25, 2025

$922M

$809M

n/a

2023

Mar 15, 2024

$823M

$723M

n/a

2022

Mar 30, 2023

$729M

$629M

n/a

2021

Mar 29, 2022

$855M

$721M

n/a

2020

Mar 29, 2021

$739M

$590M

n/a

2019

Mar 13, 2020

$673M

$543M

n/a

2018

Mar 13, 2019

$587M

$455M

n/a

2017

Mar 5, 2018

$524M

$487M

n/a

2016

Feb 8, 2017

$481M

$453M

n/a

2015

Mar 1, 2016

$485M

$425M

n/a

2014

Mar 5, 2015

$403M

$333M

n/a

2013

Feb 3, 2014

$288M

$268M

n/a

2012

Jan 24, 2013

$106M

$88.4M

n/a

2011

Mar 21, 2012

$102M

$82.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

9.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.0B

$922M

13.8%

$729M

12.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WHEATON WEALTH PARTNERS, LLC

Feb 27, 2016

Mar 1, 2016

WHEATON, IL

Team lift out

Other

100.0%