$73.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
5 Employees
117 ADV. Clients
15 yrs Firm Age
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- Custodian
- Altruist · TD Ameritrade · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2011
- Office Locations
- 1
Office Locations
2790 Mosside Boulevard Suite 540 Monroeville PA
About COY Capital Management
Coy Capital Management is an independent, privately owned fiduciary wealth and investment manager founded in 2011 serving affluent individuals and families. The team brings 75+ years of combined experience, providing personalized planning, portfolio management, and sophisticated strategies to help clients organize and simplify their financial lives. Offers access to CCM Income Fund I, LLC via a client portal.
Team overview
-- AVG AGE
$73.6M AVG AUM / ADVISOR
$628.7K AVG AUM / CLIENT
15.6 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
Scott Coy
Chief Executive Officer, Owner
- CRD
- #2441990
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $73,554,494 | -- |
| Total | $73,554,494 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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