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Home > Retirement Planners > texas > lakeway > COYLE CAPITAL, LLC
COYLE CAPITAL, LLC
2802 Flintrock Trace
Suite B109
Lakeway, Texas 78738
Tel: (512) 522-9043
About COYLE CAPITAL, LLC
COYLE CAPITAL, LLC, formally registered with the SEC as COYLE CAPITAL, LLC. The firm was established in 05/28/2019. They have over 3 offices throughout the country.
COYLE CAPITAL, LLC is a Lakeway, Texas based Financial Planning firm with nearly $625,926,769 assets under management, offering retirement planning & investment advisory services to 661 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173822 |
| SEC# | 801-116701 |
| Assets Managed by Firm | $625,926,769 |
| No. of Clients | 661 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 661 | $625,926,769 |
| Individuals (other than high net worth individuals) | 148 | $21,080,157 |
| High net worth individuals | 141 | $604,846,612 |
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