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DOYLE INVESTMENT MANAGEMENT

Advisory

IN

Data as of Mar 18, 2026 · Source: SEC Form ADV

Average account
$162K
across 62 accounts
AUM per adviser
$10M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$10M
Discretionary %
100%
Clients
41
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$10M
Discretionary AUM$10M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients41
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

WILSON HOLDINGS LLC
$10M
I4 ADVISORS LLC
INDIANAPOLIS, IN
$10M
OBSIDIANT PARTNERS LLC
$10M
ORG PRIVATE ADVISOR GROUP, LLC
ROANOKE, IN
$10M
INDY ADVISORS, LLC.
$10M
AXIS FINANCIAL, LLC
ODON, IN
$11M

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