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COYLE CAPITAL, LLC

LAKEWAY, TX · CRD 173822 · IAPD ↗ · coylecap.com · (512) 522-9043

$925.2MRegulatory AUM
6Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — COYLE CAPITAL, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — COYLE CAPITAL, LLC reported RAUM up 28% ($625.9M -> $800.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — COYLE CAPITAL, LLC crossed $500M in regulatory AUM ($299.6M -> $625.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.