C
CRD: 152814
Coyne Capital Management, LLC
Westlake, OH, 44145
4403607422
$76.8M Total AUM
$76.8M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-09-2010
- Office Locations
- 1
Office Locations
24600 Center Ridge Road, Ste. 220 Westlake OH
About Coyne Capital Management, LLC
Coyne Capital Management, LLC is a Westlake-based RIA. The firm has been operating for 16 years. Managing $76.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
55 AVG AGE
$76.8M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
13.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Peak peak Meridian unison Timber
Investment Themes
Prime eagle
Investment Vehicles
Unison Catalyst
Services
Vital catalyst Pathway Unison Fusion timber Vector vital
Owner & Executives
T
TIMOTHY PATRICK COYNE
Chief Compliance Officer, MANAGING DIRECTOR, President
- CRD
- #2247366
- Ownership
- 75% or more
(888) 585-7766
fusion.horizon@northcapital.com
in linkedin.com/in/pathway-summit
Showing 1 of 1 owners & executives
Unlock allContacts
JANICE LYNN RUSH
Director
- CRD
- #6506794
(867) 266-1389
matrix.catalyst@capitalcapital.com
in linkedin.com/in/timber-ember
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,757,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,757,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $76,757,000
Equity - Exchange:
28.5% Public Funds:
33.9% Cash:
13.3% Equity - OTC:
24.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $581,394,441 | 28.5% |
| Public Funds | $691,553,387 | 33.9% |
| Cash | $271,317,406 | 13.3% |
| Equity - OTC | $495,715,259 | 24.3% |
| Total | $2,039,980,493 | 100.0% |