Adam Howard Wolf

CFP

Coyle Capital, LLC

13 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementEstate PlanningTax PlanningHigh Net Worth

Coyle Capital, LLC

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

320 clients

Average Client Portfolio

$2.5M average

Assets Under Management

$800.5M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

2802 Flintrock Trace, Suite B109, Lakeway, TX, 78738

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History

Regulatory History (1)

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Regulatory

December 2017

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Adam owns Wolf Retirement Navigation LLC, where he sells insurance, dedicating full-time hours to the business. He also owns Jacksonville Retirement Academy, where he provides financial education, and Wolf Tax LLC, where he does tax preparation and accounting, dedicating a few hours per week to each.

Employment History

Current Registrations

Coyle Capital, LLC

June 2021 - Present · 4 yrs 8 mos

Previous Registrations

Retirement Wealth Advisors, LLC

July 2014 - October 2021 · 7 yrs 3 mos

Wolf Investment Advisors LLC

January 2014 - October 2014 · 9 mos

Magdalein & Stratton Retirement Investment Strategies, LLC

February 2012 - November 2013 · 1 yr 9 mos

Qa3 Financial CORP.Broker

December 2010 - February 2011 · 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.