Stephanie Doyle
Stephanie E. Doyle Investment Management · Kingwood, Texas
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.
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Facts
| Firm | Stephanie E. Doyle Investment Management |
|---|---|
| Based in | Kingwood, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $7M across 42 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2414148 |
| Exams passed | Series 63 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.investmentmgt.net |
| Profile |
How Stephanie's firm compares
- Stephanie E. Doyle Investment Management's average account is about $167,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Stephanie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kingwood
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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