COYLE FINANCIAL COUNSEL, LLC
Legal name: COYLE
CRD #110593 SEC #801-17378 GLENVIEW, IL 847-441-5644
SEC Registered
Total AUM
$922.2M
Discretionary
$808.6M
Employees
22
Clients
251
Accounts
2,381
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $922.2M | $808.6M | $113.6M | 22 | 3 |
| Jan 2025 | $823M | $723.2M | $99.9M | 22 | 3 |
| Oct 2024 | $823M | $723.2M | $99.9M | 22 | 3 |
| Mar 2024 | $823M | $723.2M | $99.9M | 22 | 3 |
| Sep 2023 | $729.2M | $629.4M | $99.8M | 24 | 3 |
| Sep 2023 | $729.2M | $629.4M | $99.8M | 24 | 3 |
| Apr 2023 | $729.2M | $629.4M | $99.8M | 24 | 3 |
| Mar 2023 | $729.2M | $629.4M | $99.8M | 24 | 3 |
| Jul 2022 | $855.4M | $720.6M | $134.7M | 23 | 3 |
| May 2022 | $855.4M | $720.6M | $134.7M | 23 | 3 |
| Mar 2022 | $855.4M | $720.6M | $134.7M | 23 | 3 |
| Nov 2021 | $739.1M | $590.1M | $149M | 23 | 3 |
| Oct 2021 | $739.1M | $590.1M | $149M | 23 | 3 |
| Apr 2021 | $739.1M | $590.1M | $149M | 23 | 3 |
| Mar 2021 | $739.1M | $590.1M | $149M | 23 | 3 |
| Jun 2020 | $672.8M | $543M | $129.8M | 19 | 1 |
| May 2020 | $672.8M | $543M | $129.8M | 19 | 1 |
| Mar 2020 | $672.8M | $543M | $129.8M | 19 | 1 |
| Aug 2019 | $586.6M | $455.1M | $131.6M | 19 | 9 |
| Mar 2019 | $586.6M | $455.1M | $131.6M | 19 | 9 |
| Aug 2018 | $523.7M | $486.7M | $37.1M | 19 | 9 |
| Mar 2018 | $523.7M | $486.7M | $37.1M | 19 | 9 |
| Mar 2018 | $523.7M | $486.7M | $37.1M | 19 | 9 |
| Sep 2017 | $481.2M | $453.2M | $28M | 24 | 300 |
| Mar 2017 | $481.2M | $453.2M | $28M | 24 | 300 |
| Feb 2017 | $481.2M | $453.2M | $28M | 24 | 300 |
| Jun 2016 | $485M | $425.5M | $59.5M | 23 | 300 |
| May 2016 | $485M | $425.5M | $59.5M | 23 | 300 |
| Mar 2016 | $485M | $425.5M | $59.5M | 23 | 300 |
| Dec 2015 | $498.4M | $434.3M | $64.1M | 22 | 200 |
| Dec 2015 | $498.4M | $434.3M | $64.1M | 22 | 200 |
| Nov 2015 | $403.4M | $333.4M | $70.1M | 17 | 200 |
| Oct 2015 | $403.4M | $333.4M | $70.1M | 17 | 200 |
| Mar 2015 | $403.4M | $333.4M | $70.1M | 17 | 200 |
| Dec 2014 | $288.1M | $267.8M | $20.3M | 18 | 200 |
| Sep 2014 | $288.1M | $267.8M | $20.3M | 18 | 200 |
| Feb 2014 | $288.1M | $267.8M | $20.3M | 18 | 200 |
| Oct 2013 | $272.5M | $242.2M | $30.3M | 18 | 200 |
| Jul 2013 | $113.2M | $95.7M | $17.5M | 18 | 200 |
| Jun 2013 | $106M | $88.4M | $17.6M | 17 | 200 |
| Jan 2013 | $106M | $88.4M | $17.6M | 17 | 200 |
| Jan 2013 | $106M | $88.4M | $17.6M | 17 | 200 |
| Dec 2012 | $102.2M | $82.8M | $19.4M | 17 | 200 |
| Jul 2012 | $102.2M | $82.8M | $19.4M | 11 | 200 |
| Mar 2012 | $102.2M | $82.8M | $19.4M | 11 | 200 |
| Jan 2012 | $70M | $60.8M | $9.2M | 11 | 300 |
| Dec 2011 | $70M | $60.8M | $9.2M | 11 | 101 |
| Nov 2011 | $70M | $60.8M | $9.2M | 11 | 101 |
| Apr 2011 | $70M | $60.8M | $9.2M | -- | -- |
| Jul 2010 | $158.8M | $150.3M | $8.5M | -- | -- |
| May 2009 | $174.4M | $51.5M | $122.9M | -- | -- |
| Mar 2009 | $174.4M | $51.5M | $122.9M | -- | -- |
| Mar 2008 | $180.7M | $76M | $104.8M | -- | -- |
| Mar 2007 | $240.2M | $70.6M | $169.6M | -- | -- |
| Feb 2006 | $195.8M | $61.6M | $134.2M | -- | -- |
| Jun 2005 | $194.2M | $57.2M | $137.1M | -- | -- |
| Mar 2004 | $118.8M | $48.6M | $70.2M | -- | -- |
| Mar 2002 | $99.3M | $66.4M | $33M | -- | -- |
| Oct 2001 | $106.3M | $78.9M | $27.5M | -- | -- |
DateFeb 2025
Total AUM$922.2M
Discretionary$808.6M
Non-Disc.$113.6M
Employees22
Clients3
DateJan 2025
Total AUM$823M
Discretionary$723.2M
Non-Disc.$99.9M
Employees22
Clients3
DateOct 2024
Total AUM$823M
Discretionary$723.2M
Non-Disc.$99.9M
Employees22
Clients3
DateMar 2024
Total AUM$823M
Discretionary$723.2M
Non-Disc.$99.9M
Employees22
Clients3
DateSep 2023
Total AUM$729.2M
Discretionary$629.4M
Non-Disc.$99.8M
Employees24
Clients3
DateSep 2023
Total AUM$729.2M
Discretionary$629.4M
Non-Disc.$99.8M
Employees24
Clients3
DateApr 2023
Total AUM$729.2M
Discretionary$629.4M
Non-Disc.$99.8M
Employees24
Clients3
DateMar 2023
Total AUM$729.2M
Discretionary$629.4M
Non-Disc.$99.8M
Employees24
Clients3
DateJul 2022
Total AUM$855.4M
Discretionary$720.6M
Non-Disc.$134.7M
Employees23
Clients3
DateMay 2022
Total AUM$855.4M
Discretionary$720.6M
Non-Disc.$134.7M
Employees23
Clients3
DateMar 2022
Total AUM$855.4M
Discretionary$720.6M
Non-Disc.$134.7M
Employees23
Clients3
DateNov 2021
Total AUM$739.1M
Discretionary$590.1M
Non-Disc.$149M
Employees23
Clients3
DateOct 2021
Total AUM$739.1M
Discretionary$590.1M
Non-Disc.$149M
Employees23
Clients3
DateApr 2021
Total AUM$739.1M
Discretionary$590.1M
Non-Disc.$149M
Employees23
Clients3
DateMar 2021
Total AUM$739.1M
Discretionary$590.1M
Non-Disc.$149M
Employees23
Clients3
DateJun 2020
Total AUM$672.8M
Discretionary$543M
Non-Disc.$129.8M
Employees19
Clients1
DateMay 2020
Total AUM$672.8M
Discretionary$543M
Non-Disc.$129.8M
Employees19
Clients1
DateMar 2020
Total AUM$672.8M
Discretionary$543M
Non-Disc.$129.8M
Employees19
Clients1
DateAug 2019
Total AUM$586.6M
Discretionary$455.1M
Non-Disc.$131.6M
Employees19
Clients9
DateMar 2019
Total AUM$586.6M
Discretionary$455.1M
Non-Disc.$131.6M
Employees19
Clients9
DateAug 2018
Total AUM$523.7M
Discretionary$486.7M
Non-Disc.$37.1M
Employees19
Clients9
DateMar 2018
Total AUM$523.7M
Discretionary$486.7M
Non-Disc.$37.1M
Employees19
Clients9
DateMar 2018
Total AUM$523.7M
Discretionary$486.7M
Non-Disc.$37.1M
Employees19
Clients9
DateSep 2017
Total AUM$481.2M
Discretionary$453.2M
Non-Disc.$28M
Employees24
Clients300
DateMar 2017
Total AUM$481.2M
Discretionary$453.2M
Non-Disc.$28M
Employees24
Clients300
DateFeb 2017
Total AUM$481.2M
Discretionary$453.2M
Non-Disc.$28M
Employees24
Clients300
DateJun 2016
Total AUM$485M
Discretionary$425.5M
Non-Disc.$59.5M
Employees23
Clients300
DateMay 2016
Total AUM$485M
Discretionary$425.5M
Non-Disc.$59.5M
Employees23
Clients300
DateMar 2016
Total AUM$485M
Discretionary$425.5M
Non-Disc.$59.5M
Employees23
Clients300
DateDec 2015
Total AUM$498.4M
Discretionary$434.3M
Non-Disc.$64.1M
Employees22
Clients200
DateDec 2015
Total AUM$498.4M
Discretionary$434.3M
Non-Disc.$64.1M
Employees22
Clients200
DateNov 2015
Total AUM$403.4M
Discretionary$333.4M
Non-Disc.$70.1M
Employees17
Clients200
DateOct 2015
Total AUM$403.4M
Discretionary$333.4M
Non-Disc.$70.1M
Employees17
Clients200
DateMar 2015
Total AUM$403.4M
Discretionary$333.4M
Non-Disc.$70.1M
Employees17
Clients200
DateDec 2014
Total AUM$288.1M
Discretionary$267.8M
Non-Disc.$20.3M
Employees18
Clients200
DateSep 2014
Total AUM$288.1M
Discretionary$267.8M
Non-Disc.$20.3M
Employees18
Clients200
DateFeb 2014
Total AUM$288.1M
Discretionary$267.8M
Non-Disc.$20.3M
Employees18
Clients200
DateOct 2013
Total AUM$272.5M
Discretionary$242.2M
Non-Disc.$30.3M
Employees18
Clients200
DateJul 2013
Total AUM$113.2M
Discretionary$95.7M
Non-Disc.$17.5M
Employees18
Clients200
DateJun 2013
Total AUM$106M
Discretionary$88.4M
Non-Disc.$17.6M
Employees17
Clients200
DateJan 2013
Total AUM$106M
Discretionary$88.4M
Non-Disc.$17.6M
Employees17
Clients200
DateJan 2013
Total AUM$106M
Discretionary$88.4M
Non-Disc.$17.6M
Employees17
Clients200
DateDec 2012
Total AUM$102.2M
Discretionary$82.8M
Non-Disc.$19.4M
Employees17
Clients200
DateJul 2012
Total AUM$102.2M
Discretionary$82.8M
Non-Disc.$19.4M
Employees11
Clients200
DateMar 2012
Total AUM$102.2M
Discretionary$82.8M
Non-Disc.$19.4M
Employees11
Clients200
DateJan 2012
Total AUM$70M
Discretionary$60.8M
Non-Disc.$9.2M
Employees11
Clients300
DateDec 2011
Total AUM$70M
Discretionary$60.8M
Non-Disc.$9.2M
Employees11
Clients101
DateNov 2011
Total AUM$70M
Discretionary$60.8M
Non-Disc.$9.2M
Employees11
Clients101
DateApr 2011
Total AUM$70M
Discretionary$60.8M
Non-Disc.$9.2M
Employees--
Clients--
DateJul 2010
Total AUM$158.8M
Discretionary$150.3M
Non-Disc.$8.5M
Employees--
Clients--
DateMay 2009
Total AUM$174.4M
Discretionary$51.5M
Non-Disc.$122.9M
Employees--
Clients--
DateMar 2009
Total AUM$174.4M
Discretionary$51.5M
Non-Disc.$122.9M
Employees--
Clients--
DateMar 2008
Total AUM$180.7M
Discretionary$76M
Non-Disc.$104.8M
Employees--
Clients--
DateMar 2007
Total AUM$240.2M
Discretionary$70.6M
Non-Disc.$169.6M
Employees--
Clients--
DateFeb 2006
Total AUM$195.8M
Discretionary$61.6M
Non-Disc.$134.2M
Employees--
Clients--
DateJun 2005
Total AUM$194.2M
Discretionary$57.2M
Non-Disc.$137.1M
Employees--
Clients--
DateMar 2004
Total AUM$118.8M
Discretionary$48.6M
Non-Disc.$70.2M
Employees--
Clients--
DateMar 2002
Total AUM$99.3M
Discretionary$66.4M
Non-Disc.$33M
Employees--
Clients--
DateOct 2001
Total AUM$106.3M
Discretionary$78.9M
Non-Disc.$27.5M
Employees--
Clients--