DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C••••
Legal name C•••• F•••••••• C••••••• L••
Latest filing Mar 23, 2026
First filing on the tape Nov 18, 2011 · 56 filings
SEC status approved since Jul 22, 1982
RAUM
$1.0B
reported, Item 5.F
Discretionary
89%
of RAUM
Private clients
100%
$1.0B individuals and HNW
Advisors
11
registered through the firm on IAPD
RAUM per advisor
$95.4M
derived; firm RAUM over IAPD count
Employees
24
10 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
56 filings and snapshots on the tape
RAUM$1.0B as of Mar 23, 2026
Mar 21, 2012$102M then
HNW client RAUM$997M as of Mar 23, 2026
Mar 5, 2018$425M then
State-registered IARs (5.B.3)10 as of Mar 23, 2026
Mar 21, 20120 then
Employees (5.A)24 as of Mar 23, 2026
Jan 24, 201317 then
Private funds: no history
RAUM +14% over the last fiscal year+13% a year over threeIARs 10 to 10offices 1 to 6
Practice profile
derived from the filing of Mar 23, 2026; every figure names its basis
- RAUM per advisor
- $95.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 40derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.3MderivedHNW RAUM over HNW clients
- Average account
- $462,319derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 89%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.2derivedItem 5.A over advisors
- Advisors per office
- 1.6derived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.1%derived
- Compensation
- percentage of assets, hourly, fixed fees, subscriptionreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, publicationsreportedItem 5.G
- Custody
- $1.0B, 439 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$997M95%
- Individuals$51.5M4.9%
- Charitable organizations$443,8980.0%
- Individual clients
- 204reported
- HNW clients
- 234reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 2,270reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.0B for 439 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
11 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| K•••• T••••• C•••• | Glenview, Il | Jan 4, 1993 | 38 y | 0 |
| G••• W•••••• K•••••Chartered Financial Consultant | Reisterstown, Md | Sep 26, 1994 | 39 y | 0 |
| A••• R••••• B••••••Certified Financial Planner | Glenview, Il | Sep 8, 2011 | 31 y | 0 |
| J••• G•••••• F•••••Chartered Financial Analyst | Glenview, Il | Mar 1, 2016 | 15 y | 1 |
| R•••••• C•••••• F•••••••Certified Financial Planner | Glenview, Il | Sep 20, 2017 | 19 y | 0 |
| W•••••• M•••••• P••••• | Fort Myers, Fl | Jul 10, 2020 | 16 y | 6 |
| J•••• L•• S••••••••Certified Financial Planner | Glenview, Il | Aug 15, 2020 | 11 y | 2 |
| D•••• G••••••• S••••••• | Glenview, Il | Jun 27, 2022 | 18 y | 0 |
| R••• M•••••• J••• | Glenview, Il | Jun 28, 2022 | 10 y | 0 |
| D•••• M•••••• K•••• | Glenview, Il | Feb 7, 2024 | 13 y | 0 |
| O••• M••••••• | Glenview, Il | Aug 18, 2026 | 10 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 9.1% of current headcount2 left over 36 months
Left, latest
- R••••••• K••••••• R••••• D•• to B••••• P••••• A•••••••• L••May 1, 2026 · RIA to RIA
- R•••• P•••••• S••••••••• to S•• F••••••••• L••Jun 6, 2025 · RIA to RIA
- H•••••• M•••• C•••••• to W•••••• H••••• • C•• F•••••••• A•••••••• I•••Jan 5, 2023 · RIA to RIA
- J••••• G•••••• to J••• M••••• S••••••••• L••Aug 30, 2022 · RIA to wirehouse
Joined, latest
- J••••• G•••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Jan 5, 2021 · Wirehouse to independent RIA
- J•••• L•• S•••••••• from N••••••••• M••••• I••••••••• S•••••••••Aug 15, 2020 · Other
- W•••••• M•••••• P••••• from B••• S••••••••• L••Jul 10, 2020 · Affiliated broker-dealer or bank to independent RIA
- H•••••• M•••• C•••••• from W•••••• W••••• P•••••••• L••Mar 1, 2016 · Other
- J••• G•••••• F••••• from W•••••• W••••• P•••••••• L••Mar 1, 2016 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from W•••••• W••••• P•••••••• L••Feb 27, 2016 · W••••••, Il
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C••••• K••••• T••••• · Managing Membercontrolsince 10/2015 · owns less than 5%
- K•••••• G•••• W•••••• · President/Managing Membercontrolsince 10/2015 · owns less than 5%
- S•••••••• D••••• G••••••• · Ccocontrolsince 09/2021 · owns less than 5%
- C••••• K••••• T••••• · Membercontrolsince 10/2015 · owns 50% to 75% of C•••• H••••••• L••
- K•••••• G•••• W•••••• · Membercontrolsince 10/2015 · owns 50% to 75% of C•••• H••••••• L••
Entity owners
- C•••• H••••••• L•• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Glenview, Il · principal | 11 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Fort Myers, FL1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 23, 2026K•••••• G•••• W•••••• (MEMBER) left Schedule A between the filings of 2021-10-01 and 2026-03-23peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Accounts · 2,381 to 2,270Feb 25, 2025 to Mar 23, 2026
- HNW clients · 218 to 234Feb 25, 2025 to Mar 23, 2026
- Individual clients · 207 to 204Feb 25, 2025 to Mar 23, 2026
- Assets in custody · $914M to $1.0BFeb 25, 2025 to Mar 23, 2026
- Employees · 22 to 24Feb 25, 2025 to Mar 23, 2026
- Other offices · 1 to 6Feb 25, 2025 to Mar 23, 2026
- Discretionary RAUM · $809M to $933MFeb 25, 2025 to Mar 23, 2026
- HNW RAUM · $864M to $997MFeb 25, 2025 to Mar 23, 2026
- Individual RAUM · $57.9M to $51.5MFeb 25, 2025 to Mar 23, 2026
- Non-discretionary RAUM · $114M to $116MFeb 25, 2025 to Mar 23, 2026
- RAUM · $922M to $1.0BFeb 25, 2025 to Mar 23, 2026
- Accounts · 2,282 to 2,381Jan 30, 2025 to Feb 25, 2025
- HNW clients · 182 to 218Jan 30, 2025 to Feb 25, 2025
- Individual clients · 228 to 207Jan 30, 2025 to Feb 25, 2025
- Assets in custody · $803M to $914MJan 30, 2025 to Feb 25, 2025
- Financial planning clients · 251-500 to 251-500Jan 30, 2025 to Feb 25, 2025
- Discretionary RAUM · $723M to $809MJan 30, 2025 to Feb 25, 2025
- HNW RAUM · $728M to $864MJan 30, 2025 to Feb 25, 2025
- Individual RAUM · $94.6M to $57.9MJan 30, 2025 to Feb 25, 2025
- Non-discretionary RAUM · $99.9M to $114MJan 30, 2025 to Feb 25, 2025
- RAUM · $823M to $922MJan 30, 2025 to Feb 25, 2025
- Accounts · 2,237 to 2,282Sep 21, 2023 to Mar 15, 2024
- Advisory employees · 8 to 10Sep 21, 2023 to Mar 15, 2024
- Business name · C•••• F•••••••• C••••••• L•• to C••••Sep 21, 2023 to Mar 15, 2024
- HNW clients · 184 to 182Sep 21, 2023 to Mar 15, 2024
- Individual clients · 230 to 228Sep 21, 2023 to Mar 15, 2024
- Assets in custody · $729M to $803MSep 21, 2023 to Mar 15, 2024
- Employees · 24 to 22Sep 21, 2023 to Mar 15, 2024
- State-registered IARs · 8 to 10Sep 21, 2023 to Mar 15, 2024
- Discretionary RAUM · $629M to $723MSep 21, 2023 to Mar 15, 2024
- HNW RAUM · $650M to $728MSep 21, 2023 to Mar 15, 2024
- Individual RAUM · $78.8M to $94.6MSep 21, 2023 to Mar 15, 2024
- Non-discretionary RAUM · $99.8M to $99.9MSep 21, 2023 to Mar 15, 2024
- RAUM · $729M to $823MSep 21, 2023 to Mar 15, 2024
- Accounts · 2,257 to 2,237Jul 25, 2022 to Mar 30, 2023
- Advisory employees · 9 to 8Jul 25, 2022 to Mar 30, 2023
- HNW clients · 186 to 184Jul 25, 2022 to Mar 30, 2023
- Individual clients · 240 to 230Jul 25, 2022 to Mar 30, 2023
- Assets in custody · $855M to $729MJul 25, 2022 to Mar 30, 2023
- Employees · 23 to 24Jul 25, 2022 to Mar 30, 2023
Signals
8 dated events
- R••••••• K••••••• R••••• D•• left Coyle for B••••• P••••• A•••••••• L•• (registered 2026-04-02)May 1, 2026 · Advisor changed firm · fact
- Coyle reported 6 offices beyond its principal office, up from 1 (2025-02-25 to 2026-03-23)Mar 23, 2026 · Office count change · derived
- R•••• P•••••• S••••••••• left Coyle for S•• F••••••••• L•• (registered 2025-06-11)Jun 6, 2025 · Advisor changed firm · fact
- H•••••• M•••• C•••••• left Coyle for W•••••• H••••• • C•• F•••••••• A•••••••• I••• (registered 2023-01-03)Jan 5, 2023 · Advisor changed firm · fact
- J••••• G•••••• left Coyle for J••• M••••• S••••••••• L•• (registered 2022-10-03)Aug 30, 2022 · Advisor changed firm · fact
- Rolla John Dragstrem (Owner) no longer on Schedule A of Coyle (listed 2021-10-01, absent 2021-11-16)Nov 16, 2021 · Control person left · inference
- G••••••• D•••• S••••••• (Cco) appeared on Schedule A of CoyleOct 1, 2021 · Control person joined · fact
- C•••• F•••••••• C••••••• I••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Nov 4, 2015 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@coyle.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 847-441-5258reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 847-441-5644reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/coyle-financial-counselreportedpublic record, Form ADV, Sep 19, 2026
- Website
- coyle.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 847-441-5644reportedpublic record, Form ADV, Mar 23, 2026
- Contact form
- coyle.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- coyle.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $95.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026