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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-22-1982
- Office Locations
- 2
Office Locations
About Coyle
COYLE is a wealth management and financial planning firm serving a select group of individuals and families. The team coordinates goals, portfolio construction, and disciplined decision-making across investments, tax/estate and legacy planning, and insurance needs. Portfolios commonly use ETFs, mutual funds, and fixed income, with alternatives as appropriate. Operates from IL and FL offices, serves clients in 31 states, and custodians include Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
KEVIN THOMAS COYLE
Managing Member, Wealth Advisor
- CRD
- #1877243
- Ownership
- Less than 5%
GARY WILLIAM KLABEN
Managing Member, President, Wealth Advisor
- CRD
- #1482457
- Ownership
- Less than 5%
Fusion peak
Optima optima
- CRD
- #40047
- Ownership
- 20.2%
Showing 2 of 3 owners & executives
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ADAM ROBERT BLONSKY
Wealth Advisor
- CRD
- #1215773
JOHN GARDNER FINLEY
Wealth Advisor
- CRD
- #5966230
Ember momentum
Peak capital ember
- CRD
- #22135
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $933,214,834 | $494,026 |
| Non-Discretionary | $116,248,724 | $305,115 |
| Total | $1,049,463,558 | $462,319 |
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Separately Managed Accounts
Total SMA Asset: $1,049,463,558
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $622,316,092 | 14.1% |
| Equity - Exchange | $516,389,949 | 11.7% |
| Cash | $715,001,468 | 16.2% |
| Municipal Bonds | $785,618,897 | 17.8% |
| Corporate - Investment Grade | $732,655,825 | 16.6% |
| Corporate - Non-Investment Grade | $353,087,145 | 8.0% |
| Derivatives | $264,815,358 | 6.0% |
| Other | $423,704,574 | 9.6% |
| Total | $4,413,589,308 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL ALPHA | ELEMENT RADIAL | 638DNM32E | SUKAV | 9.12% | $52,977,391 |
| BRIDGE ATLAS ELEMENT | VALUE VALUE | GYZO8PBKO | QAND | 9.61% | $28,979,070 |
| PRIME BRIDGE | LEGACY RADIAL | YWA36XT9I | EKTZ | 12.28% | $70,476,049 |
| LEGACY EAGLE | FRONTIER UNISON | RX9U1SDQA | PIFJ | 1.63% | $106,576,670 |
| PEAK VERTEX | NORTH FRONTIER | 5WPG6AGWN | BNJ | 0.97% | $72,886,916 |
| VALUE FRONTIER | BRIDGE ATLAS | U5KQF01UB | MWTE | 5.28% | $9,549,178 |
| VALUE PATHWAY | HARBOR ZENITH | XHW2DQRCS | KBBU | 11.62% | $60,989,482 |
| FUSION FUSION | HARBOR EAGLE | LGWUUK8VZ | FVL | 5.99% | $100,863,361 |