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Adam H. Wolf
COYLE CAPITAL
Jacksonville, FL 32224
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CRD#: 5868454
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Professional summary
Adam Howard Wolf, CFP® is a registered financial advisor currently at COYLE CAPITAL, LLC located in Jacksonville, Florida.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Adam has worked at 5 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 09/2013 - PRESENT, WOLF RETIREMENT NAVIGATION LLC, 4320 PABLO PROFESSIONAL COURT, SUITE 101, JACKSONVILLE, FL 32224, OWNER/INSURANCE SALES, HOURS DEDICATED: 40/WEEK (20/WEEK DURING TRADING HOURS)
2) Jacksonville Retirement Academy, investment related, 4230 Pablo Professional Ct. Ste 101 Jacksonville, FL 32224, financial education, Owner, March 2018, 5 hrs/mo 0 during trading, education/ teaching of retirement-related information in a college classroom setting 304 times per year
3) 09/2013 - PRESENT, WOLF TAX LLC, 4320 PABLO PROFESSIONAL COURT, SUITE 101, JACKSONVILLE, FL 32224, OWNER/TAX PREP/ACCOUNTING, HOURS DEDICATED: 10/WEEK (5/WEEK DURING TRADING HOURS)
CRS (Client Relationship Summary) - RIA
Click below to view Adam Howard Wolf's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
June 16, 2021 - Present
COYLE CAPITAL, LLC
Office #1: 4230 Pablo Professional Ct Suite 101, Jacksonville, FL 32224RIA
CRD#: 173822
Jacksonville, FL
Past
July 28, 2014 - October 1, 2021
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
JACKSONVILLE, FL
Past
January 2, 2014 - October 27, 2014
WOLF INVESTMENT ADVISORS LLC
RIA
CRD#: 168806
JACKSONVILLE, FL
Past
February 29, 2012 - November 12, 2013
MAGDALEIN & STRATTON RETIREMENT INVESTMENT STRATEGIES, LLC
RIA
CRD#: 157818
JACKSONVILLE, FL
Past
December 24, 2010 - February 11, 2011
QA3 FINANCIAL CORP.
BD
CRD#: 14754
OMAHA, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
COYLE CAPITAL, LLC
1626 WEALTH MANAGEMENT & RETIREMENT PLANNING | WOLF RETIREMENT NAVIGATION | WHITE, BRANDON E | COYLE CAPITAL, LLC | B&D WHITE CAPITAL COMPANY, LLC
CRD#: 173822 / SEC#: 801-116701
RIA
Registered Investment Advisory firm - (5/28/2019 Approved)California
Registered Investment Advisory firm - (6/30/2019 Terminated)Illinois
Registered Investment Advisory firm - (5/28/2019 Terminated)Texas
Registered Investment Advisory firm - (5/31/2019 Terminated)Virginia
Registered Investment Advisory firm - (5/31/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(6/16/2021)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CC
COYLE CAPITAL, LLC
1626 WEALTH MANAGEMENT & RETIREMENT PLANNING | WOLF RETIREMENT NAVIGATION | WHITE, BRANDON E | COYLE CAPITAL, LLC | B&D WHITE CAPITAL COMPANY, LLC
CRD#: 173822 / SEC#: 801-116701
RIA
Registered Investment Advisory firm - (5/28/2019 Approved)California
Registered Investment Advisory firm - (6/30/2019 Terminated)Illinois
Registered Investment Advisory firm - (5/28/2019 Terminated)Texas
Registered Investment Advisory firm - (5/31/2019 Terminated)Virginia
Registered Investment Advisory firm - (5/31/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2802 Flintrock Trace Suite B109, Lakeway, TX 78738
Mailing Address
Phone number
(512) 522-9043
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 733 |
| AUM (Assets Under Management) | $ 800,453,182 |
Red Flags
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Company Information
COYLE CAPITAL, LLC
CRD#: 173822Jacksonville, FL 32224TRUST BUT VERIFY
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