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Eileen Ybanez

Coyle Capital, LLC
17 Years of Experience
Jacksonville, FL
Sells Insurance
View SEC Summary
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Eileen Ybanez is a registered investment advisor at Coyle Capital, LLC, based in Jacksonville, FL, with 17 years of industry experience. Eileen 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
—
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Location

4230 Pablo Professional Ct, Suite 101, Jacksonville, FL, 32224

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eileen is the Director of Customer Service at Wolf Retirement Navigation, offering investment advisory services and insurance sales since 2017. This activity is nearly full-time.

Employment History
Current Registrations
Coyle Capital, LLC
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Retirement Wealth Advisors, LLC
October 2019 - August 2021 · 1 yr 10 mos
Securian Financial Services, INC.
August 2017 - November 2017 · 3 mos
Securian Financial Services, INC.Broker
July 2017 - November 2017 · 4 mos
VALIC Financial Advisors, INC.
April 2015 - July 2017 · 2 yrs 3 mos
VALIC Financial Advisors, INC.Broker
July 2014 - July 2017 · 3 yrs
Lincoln Financial Advisors CorporationBroker
June 2008 - October 2013 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2001 - November 2002 · 1 yr 8 mos
State Registrations1 state
FL
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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