# Stephanie Doyle

> Stephanie Doyle is a fee-only financial advisor at Stephanie E. Doyle Investment Management in Kingwood, Texas. Stephanie E. Doyle Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephanie-doyle/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Stephanie E. Doyle Investment Management
- **Based in:** Kingwood, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $7M across 42 accounts
- **CRD:** 2414148 (https://adviserinfo.sec.gov/individual/summary/2414148)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1993)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.investmentmgt.net

## Frequently asked questions

### Is Stephanie Doyle a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Stephanie E. Doyle Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephanie charge for financial advice?

Stephanie's firm, Stephanie E. Doyle Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Stephanie Doyle based?

Stephanie Doyle is based in Kingwood, Texas.

### Is Stephanie Doyle registered with the SEC?

Yes. Stephanie Doyle is registered as an investment adviser representative in TX (CRD 2414148), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stephanie E. Doyle Investment Management manage?

Stephanie E. Doyle Investment Management reports $7M across 42 accounts in assets under management.

### How do I contact Stephanie Doyle?

Through Stephanie's website, www.investmentmgt.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2414148): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
