Coyne Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Coyne Capital Management provides ongoing portfolio management and financial planning to individuals, trusts, estates, and charitable organizations, typically working with clients who have at least $500,000 in investable assets. The firm prepares individualized Investment Policy Statements and offers asset allocation, security selection, and regular portfolio monitoring, with investment management billed on a percentage-of-AUM basis and planning offered on an hourly basis.
The firm’s investment process emphasizes asset-class diversification and uses both fundamental and technical analysis to evaluate opportunities, combining direct holdings in stocks and bonds with indirect exposure to commodities, real estate, and alternative strategies through funds and partnerships. Risk tolerance and time horizon are documented in each client’s Investment Policy Statement, and the firm manages the reported assets on a discretionary basis with periodic reviews.
Coyne Capital is a small, two-advisor firm with about 28 clients and approximately $76.8 million in discretionary assets, producing a higher average asset-per-client profile than many peers. The firm’s practice reflects a long private‑client portfolio management background, does not participate in wrap fee programs, generally does not vote proxies on client securities, and withdraws advisory fees directly from client custodial accounts.
Client services
Expertise
Fee options
$1 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.55%
$200 per hour
Account minimum: $500,000
Main office
24600 Center Ridge Road, Ste. 220
Westlake OH 44145
Advisors at this office
2
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Timothy C
Series 63, Series 65
Westlake, OH
Coyne Capital Management, LLC
Timothy Coyne is the sole advisor at Coyne Capital Management, LLC in Westlake, Ohio, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Coyne Capital Management since 2010. Coyne Capital Management provides discretionary investment management and standalone financial planning services to individuals, trusts, estates, and charitable organizations, typically serving clients with at least $500,000 in investable assets. The firm emphasizes asset-class diversification, utilizes both fundamental and technical analysis, and offers tailored Investment Policy Statements to align with clients’ goals and risk tolerance.
Janice R
Series 65
Westlake, OH
Coyne Capital Management, LLC
Janice Rush is a financial advisor at Coyne Capital Management, LLC in Westlake, Ohio, holding a Series 65 designation with 10 years of industry experience. She has been with Coyne Capital Management since 2015. Coyne Capital Management provides discretionary investment management and standalone financial planning services to individuals, trusts, estates, and charitable organizations, typically serving clients with at least $500,000 of investable assets. The firm emphasizes asset-class diversification and employs both fundamental and technical analysis in constructing and monitoring portfolios.
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