Stephanie E. Doyle Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and investment planning primarily for individual clients and prospective high‑net‑worth individuals, managing roughly $7 million across about 20 client relationships. It charges asset‑based advisory fees and also offers hourly‑based investment planning engagements.
The firm’s investment approach centers on strategic asset allocation using mutual funds and exchange‑traded funds, with securities evaluated via fundamental analysis and some consideration of technical and cyclical factors; most holdings are intended for intermediate to long‑term periods. Portfolios are monitored weekly, recommended funds are analyzed quarterly, and the firm documents processes for rebalancing and client reviews.
Compared with many peers, the firm documents a hands‑on service model for a small client base and provides a comparatively uncommon suite of operational services: it manages held‑away retirement and HSA accounts using an Order Management System to implement tax‑efficient asset location and opportunistic rebalancing, and it also offers educational seminars or workshops alongside regular client meetings. The brochure also describes procedures for billing held‑away account fees (allocating them pro rata to taxable accounts or billing directly) and notes that all managed accounts were discretionary as of the latest reporting date.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,000+: 0.75%
$150.00 per hour for investment planning
Main office
Kingwood TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Doyle, Stephanie E. · Doyle, Stephanie Elizabeth · Reveal Social Solutions · Stephanie E. Doyle Investment Management
Disclosures
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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
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