{ "crd_number": 315995, "slug": "doyenne-wealth-advisors-chicago-il-315995", "primary_business_name": "DOYENNE WEALTH ADVISORS", "legal_name": "DOYENNE WEALTH ADVISORS LLC", "dbas": [], "city": "Chicago", "state": "IL", "country": "United States", "cbsa_code": "16980", "metro": { "cbsa_code": "16980", "common_name": "Chicago", "msa_name": "Chicago-Naperville-Elgin, IL-IN", "path": "/advisors/il/chicago" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2021-10-01", "years_registered": 5, "period": "2026-10-01", "filing_date": "2026-05-08", "carried_forward": false, "raum_total": 2044364737.0, "raum_discretionary": 0.0, "raum_non_discretionary": 2044364737.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 18, "advisory_employees": 10, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "individuals": { "raum": 1772438.0, "count": 3, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 2042592299.0, "count": 129 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AZ", "CA", "CO", "CT", "FL", "GA", "IL", "MN", "NY", "OH", "TX", "WA" ], "websites": [ "https://doyenneadvisors.com", "https://linkedin.com/company/doyenne-wealth-advisors/about" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315995", "city_as_filed": "CHICAGO", "url": "https://advisorcensus.com/firm/doyenne-wealth-advisors-chicago-il-315995", "display_name": "Doyenne Wealth Advisors", "summary": "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.", "citation": "AdvisorCensus. Doyenne Wealth Advisors (CRD 315995): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Doyenne Wealth Advisors compensated?", "a": "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)." }, { "q": "Where is Doyenne Wealth Advisors located?", "a": "Doyenne Wealth Advisors' principal office is in Chicago, IL, according to its Form ADV." }, { "q": "Is Doyenne Wealth Advisors registered with the SEC or a state?", "a": "Doyenne Wealth Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315995." }, { "q": "How much does Doyenne Wealth Advisors manage?", "a": "Doyenne Wealth Advisors reports $2,044,364,737 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (0% discretionary)." }, { "q": "How have Doyenne Wealth Advisors' assets and staff changed since 2021?", "a": "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." }, { "q": "What types of clients does Doyenne Wealth Advisors serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (129); individuals (other than high net worth individuals) (3)." }, { "q": "Which custodians does Doyenne Wealth Advisors use?", "a": "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." }, { "q": "Does Doyenne Wealth Advisors report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Doyenne Wealth Advisors' recent Form ADV filings?", "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 0.0, "total_employees": 4, "filing_date": "2021-09-28" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1571106082.0, "total_employees": 16, "filing_date": "2022-09-23" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1502678118.0, "total_employees": 17, "filing_date": "2023-03-29" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1705745634.0, "total_employees": 17, "filing_date": "2024-03-27" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1811553817.0, "total_employees": 18, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2044364737.0, "total_employees": 18, "filing_date": "2026-05-08" } ], "recent_changes": [ { "period": "2026-06-01", "period_label": "June 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $1,811,553,817 to $2,044,364,737 (+13%).", "No longer lists an office in Atlanta, GA." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 27, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": "$50,000", "planning_fees": [], "figures": [ { "label": "Minimum annual fee", "statements": [ "Minimum annual fee: $50,000" ], "quotes": [ "The Firm generally maintains a minimum annual advisory fee of $50,000." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": null, "minimum_annual_fee": 50000.0, "planning": [] }, "quotes": [ "The Firm generally maintains a minimum annual advisory fee of $50,000." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/doyenne-wealth-advisors-chicago-il-315995.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 3, "fewer_than_5": true, "raum": 1772438.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 129, "fewer_than_5": false, "raum": 2042592299.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315995", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }