D
Doyle Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,050,000
Clients
41
7% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
41
HighAverage account size
$245,122
About
Doyle Investment Management provides investment supervisory services and financial planning to individuals, families, corporations, businesses, trusts and estates. The firm manages client portfolios on a discretionary basis and, in most cases, implements strategies using Exchange Traded Funds (ETFs).
The firm combines fundamental, technical, charting and cyclical analysis and relies on public research, corporate filings and third‑party sources to construct diversified portfolios aimed at managing risk. Its implementation toolbox ranges from long‑term buy‑and‑hold to short‑term trading and includes margin transactions and option writing; accounts are reviewed monthly and rebalanced under discretionary authority.
Distinctive among many independent advisers, Doyle Investment Management accepts corporate and business (institutional) clients in addition to individual households and maintains standing letters of authorization on a notable number of accounts. The brochure also discloses a 2019 consent agreement resolving a late filing of an annual adviser questionnaire with the state securities division.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Passive / index investing
Fee options
Negotiated fixed fee, payable upon presentation of planning services
$0 - $1,500,000: 1.00% $1,500,000.01 - $4,000,000: 0.75% $4,000,000.01 - $7,500,000: 0.50% $7,500,000.01+: 0.35%
$150 - $250 per hour, billed in six-minute increments
Main office location
Doyle Investment Management
Bargersville IN, United States
Number of offices
1
Most active in
Doyle Investment Management has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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