# Stephanie E. Doyle Investment Management

> Stephanie E. Doyle Investment Management is a state-registered investment advisory firm, registered since 2005, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 29, 2026.

- CRD: 137067
- Filed as: STEPHANIE E. DOYLE INVESTMENT MANAGEMENT
- Legal name: Doyle, Stephanie Elizabeth
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: May 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/137067
- AdvisorCensus page: https://advisorcensus.com/firm/stephanie-e-doyle-investment-management-137067

## Quick answers

**How is Stephanie E. Doyle Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Stephanie E. Doyle Investment Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Stephanie E. Doyle Investment Management registered with the SEC or a state?**
Stephanie E. Doyle Investment Management is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 137067.

**How much does Stephanie E. Doyle Investment Management manage?**
Stephanie E. Doyle Investment Management reports $7,000,000 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary).

**What types of clients does Stephanie E. Doyle Investment Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20).

**Does Stephanie E. Doyle Investment Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/137067

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $7,000,000
- Discretionary: $7,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $7,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2005 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investmentmgt.net
- myaccount.google.com/U/0/B/107726994583824948069/PRIVACY
- nextdoor.com/business-profile/preview
- yelp.com/biz/stephanie-e-doyle-investment-management-cypress
- Facebook @STEPHANIEEDOYLEINVESTMENTMANAGEMENT
- Instagram @sdim2005
- LinkedIn @PUB
- X @InvestmentDoyle

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stephanie E. Doyle Investment Management (CRD 137067): Form ADV filing data as of October 2026.