Stephanie E. Doyle Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,000,000
Total clients
19
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$421,053
About
Stephanie E. Doyle Investment Management provides discretionary investment management and financial planning services to individual clients and prospective high-net-worth individuals, managing a small client roster with about $8 million in assets. The firm offers ongoing portfolio oversight, periodic reviews, and personalized planning tailored to individual objectives.
The firm’s investment approach centers on asset allocation implemented primarily through mutual funds and exchange-traded funds, with securities evaluated via fundamental analysis and third‑party research such as Morningstar; portfolios are managed with an intermediate‑ to long‑term horizon, monitored weekly, and rebalanced regularly. The firm also delivers investment planning and implements strategies across both custodied and “held‑away” retirement accounts and HSAs, using an order management system to support tax‑efficient asset location and opportunistic rebalancing.
What is distinctive for a solo independent adviser of this size is the firm’s regular offering of educational seminars and workshops in addition to one‑on‑one advice, an uncommon service among peers. The firm’s principal brings multi‑decade industry experience and emphasizes hands‑on monitoring and review practices while making use of held‑away account tools to extend advisory coverage beyond assets held in the firm’s custody.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,000+: 0.75%
$150.00 per hour for investment planning services
Main office location
Stephanie E. Doyle Investment Management
Kingwood TX, United States
Number of offices
1
Most active in
Texas
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
Quick links
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