Coyle Financial Counsel LLC

Coyle Financial Counsel LLC is an Illinois-based Limited Liability Company with 19 employees, including 9 advisors who serve 9 clients. The firm has an Approved status with the U.S. Securities and Exchange Commission as of July 22, 1982.

• COYLE HOLDINGS LLC

  OWNER owns 75% or more

• GARY WILLIAM KLABEN

  PRESIDENT/MANAGING MEMBER owns less than 5%

• JOHN R. DRAGSTREM 2004 REVOCABLE TRUST

  OWNER owns more than 5% but less than 10%

• JOHN ROLLA DRAGSTREM

  CHIEF OPERATING OFFICER, CCO owns less than 5%

• KEVIN THOMAS COYLE

  MANAGING MEMBER owns less than 5%

• GARY WILLIAM KLABEN

  MEMBER owns more than 50% but less than 75%

• JOHN ROLLA DRAGSTREM

  TRUSTEE

• KEVIN THOMAS COYLE

  MEMBER owns more than 50% but less than 75%

• Phase 3 Capital Management LLC
• Capital Point Financial Group Ltd
• Regal Advisory Services Inc

• Coyle Financial Counsel LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

• VANGUARD INDEX FDS VALUE ETF $10,181k
• VANGUARD STAR FD VG TL INTL STK F $9,641k
• INVESCO ACTIVELY MANAGD ETF $9,036k
• ISHARES $8,439k
• ISHARES TR CORE S&P500 ETF $7,459k
• INVESCO QQQ TR UNIT SER 1 $7,139k
• ISHARES TR CORE S&P MCP ETF $5,095k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $4,838k
• VANGUARD INDEX FDS S&P 500 ETF SHS $3,857k
• PROGRESSIVE CORP $2,780k