RIA Intel›Advisers›Florida›DOYLE INVESTMENT SERVICES

DOYLE INVESTMENT SERVICES

Advisory

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

Rank in FL

#1,776

of 2,610 advisers by AUM

Average account

$265K

across 130 accounts

AUM per adviser

$17M

2 advisers

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

Total AUM

$34M

Discretionary %

70.5%

Clients

130

Employees

2

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$34M

Discretionary AUM$24M

Non-Discretionary AUM$10M

Discretionary %70.5%

Total Clients130

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, MD, NC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

130 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

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

REAP IN WEALTH MANAGEMENT, LLC

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LEGACY WEALTH PLANNING GROUP LLC

$34M

MERION ROAD CAPITAL MANAGEMENT LLC

MIAMI SHORES, FL

$35M

GUPTA PARTNERSHIP LLC

$35M

SENTINEL WEALTH INC

BONITA SPRINGS, FL

$34M

OCEAN BREEZE WEALTH LLC

$35M

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