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CFP
MG
CFP

Matthew Griffith

Coyle Capital, LLC
26 Years of Experience
Paradise Valley, AZ
1 Disclosure
View SEC Summary
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Matthew Griffith is a CFP-designated registered investment advisor at Coyle Capital, LLC, based in Paradise Valley, AZ, with 26 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 313 clients with $930M in assets under management.

Coyle Capital, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
313 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$925.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fees range from 0.25% to 2.50% depending on portfolio size, service complexity, and administration level. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Paradise Valley, AZ

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2016
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Coyle Capital, LLC
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
Kestra Private Wealth Services, LLC
March 2014 - April 2018 · 4 yrs 1 mo
Kestra Investment Services, LLCBroker
March 2014 - April 2018 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2000 - March 2014 · 13 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2000 - March 2014 · 13 yrs 9 mos
State Registrations2 states
AZTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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