MD Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MD Investment Advisors serves individual investors, trusts, and corporate or business pension plans, providing portfolio management and investment supervisory services through one-on-one consultations and ongoing account oversight. The firm reports roughly $34.47 million in assets under management, with a mix of discretionary and non-discretionary accounts.
The firm’s investment approach blends long-term equity positions and sector-focused ETFs with option-based techniques such as covered call writing and buying puts, and it uses loss limits and quantitative measures (e.g., price-to-earnings ratios) to help manage downside risk. Advice and portfolio implementation are delivered through scheduled and unscheduled consultations, and accounts are managed on both discretionary and non-discretionary bases depending on client agreements.
Notable operational features include principals with broker-dealer registrations and the provision of ancillary services — insurance sales and tax-preparation — that may generate commissions separate from advisory fees, a potential source of conflict of interest disclosed in the brochure. The firm also maintains custody for direct fee deduction, does not aggregate client trades, and reports that it does not accept soft-dollar benefits or permit directed brokerage, which can affect trade execution and reporting practices.
Client services
Expertise
Fee options
$1 - $100,000: 2.25% $100,001 - $200,000: 2.00% $200,001 - $300,000: 1.75% $300,001 - $400,000: 1.50% $400,001 - $500,000: 1.25% $500,001+: 1.00%
Main office
Bradenton FL
Advisors at this office
2
Most active in
Florida · Maryland · North Carolina
Also doing business as
Doyle Financial Services · Doyle Investment Services · Md Investment Advisors
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
Randall M
Series 65, Series 63
Bradenton, FL
MD Investment Advisors
Randall Mcdole is a financial advisor at MD Investment Advisors with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Founders Financial Securities, LLC since 2010. Outside of advisory work, he is involved in a property and casualty insurance agency and holds a minority interest in a Great Clips hair salon franchise. MD Investment Advisors serves individual investors, trusts, and corporate pension plans by providing portfolio management and investment supervisory services. The firm combines long-term equity holdings, sector-focused ETFs, and option strategies to manage risk, with services delivered through personalized consultations and both discretionary and non-discretionary account management.
Matthew D
Series 63, Series 65
Bradenton, FL
MD Investment Advisors
Matthew Doyle is a financial advisor at MD Investment Advisors in Bradenton, FL, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has operated Doyle Investment Services and worked with Wallstreet*E Financial Services, Inc. since 2002. Outside of advising, he owns a tax preparation and insurance business, which he manages on a limited basis. MD Investment Advisors serves individual investors, trusts, and corporate pension plans by providing portfolio management and investment supervisory services. The firm employs a mixed investment approach combining long-term equity positions, sector-focused ETFs, and option strategies to manage downside risk, delivering advice through both discretionary and non-discretionary account management.
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