AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Illinois / Chicago / Doyenne Wealth Advisors

Doyenne Wealth Advisors

Chicago, ILSEC-registered investment adviserCRD 315995

Filed as DOYENNE WEALTH ADVISORS · Legal name Doyenne Wealth Advisors LLC

Doyenne Wealth Advisors is an SEC-registered investment advisory firm in Chicago, IL, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 8, 2026.

5 years
registered since 2021
$2,044,364,737
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Doyenne Wealth Advisors compensated?

On its Form ADV (Item 5.E, October 2026), Doyenne Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Doyenne Wealth Advisors located?

Doyenne Wealth Advisors' principal office is in Chicago, IL, according to its Form ADV.

Is Doyenne Wealth Advisors registered with the SEC or a state?

Doyenne Wealth Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315995.

How much does Doyenne Wealth Advisors manage?

Doyenne Wealth Advisors reports $2,044,364,737 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (0% discretionary).

How have Doyenne Wealth Advisors' assets and staff changed since 2021?

In the Form ADV data for Doyenne Wealth Advisors: Regulatory assets under management: $0 in the October 2021 data and $2,044,364,737 in the October 2026 data. Total employees: 4 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Doyenne Wealth Advisors serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (129); individuals (other than high net worth individuals) (3).

Which custodians does Doyenne Wealth Advisors use?

Doyenne Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Doyenne Wealth Advisors report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315995

What changed in Doyenne Wealth Advisors' recent Form ADV filings?

In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Minimum annual fee: $50,000

The brochure's wording
The Firm generally maintains a minimum annual advisory fee of $50,000.

As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$2,044,364,737

$2,044,364,737 as of October 2026, filing dated May 8, 2026.

Discretionary: $0.Non-discretionary: $2,044,364,737.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 3 Assets $1,772,438 (0%)
High net worth individuals
Clients 129 Assets $2,042,592,299 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Legal name
Doyenne Wealth Advisors LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2021 (5 years)
Employees
Total: 18. Performing investment advisory functions: 10.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
12 states or jurisdictions
AZCACOCTFLGAILMNNYOHTXWA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$0 2021 $1.57B 2022 $1.5B 2023 $1.71B 2024 $1.81B 2025 $2.04B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$2,044,364,73718May 8, 2026
October 2025$1,811,553,81718March 28, 2025
October 2024$1,705,745,63417March 27, 2024
October 2023$1,502,678,11817March 29, 2023
October 2022$1,571,106,08216September 23, 2022
October 2021$04September 28, 2021

Regulatory assets under management: $0 in the October 2021 data and $2,044,364,737 in the October 2026 data.

Total employees: 4 in October 2021 and 18 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. June 2026
    • Updated its list of owners and control persons (Schedule A).
  2. April 2026
    • Regulatory assets under management went from $1,811,553,817 to $2,044,364,737 (+13%).
    • No longer lists an office in Atlanta, GA.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
doyenneadvisors.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Doyenne Wealth Advisors (CRD 315995): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/doyenne-wealth-advisors-chicago-il-315995