Adam Howard Wolf
Investment adviser representative at Coyle Capital, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$925.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Coyle Capital, LLCJun 2021 to now
- Jacksonville Retirement AcademyMar 2018 to now
- Wolf Retirement Navigation LLCSep 2013 to now
- Wolf Tax LLCSep 2013 to now
- Retirement Wealth Advisors, Inc.Jul 2014 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Coyle Capital, LLC
Legal name: B&d White Capital Company, LLC
$925.2MAssets managed
313Clients
6Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5868454
- Firm CRD
- 173822