DOYLE WEALTH MANAGEMENT

HTTPS://WWW.LINKEDIN.COM/COMPANY/DOYLE-WEALTH-MANAGEMENT ST. PETERSBURG, FL Investment Advisor How do I update this listing?

Doyle Wealth Management is based out of St. Petersburg. Doyle Wealth Management is a large advisory firm with 805 clients and discretionary assets under management (AUM) of $843,731,100 (Form ADV from 2019-04-17). Their last reported 13F filing for Q2 2019 included $723,345,000 in managed 13F securities and a top 10 holdings concentration of 29.08%. Doyle Wealth Management's largest holding is Microsoft Corp. with shares held of 198,979. Whalewisdom has at least 10 13F filings

Download 13F Summary to Excel Create Email Alert

06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $723.345 Million
  • Prior Market Value $687.697 Million
  • New Purchases669 stocks
  • Additional Purchases80 stocks
  • Sold out of2 stocks
  • Reduced holdings in72 stocks
  • Top 10 Holdings % 29.08 %
  • Turnover % [1]:78.02%
  • Turnover Alt % [2]: 5.76 %
  • Time Held Top20:6.05 quarters
  • Time Held Top10:6.10 quarters
  • Time Held All:3.01 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -2.51%
Performance Last 4 Quarters: -2.09%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

DOYLE WEALTH MANAGEMENT, INC.
333 3RD AVENUE NORTH SUITE 300
ST. PETERSBURG FL    33701
Country: United States

Business Phone: 727-898-3063
Fax: 727-898-3073
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: FL
Number of employees: 22
Other Business Activities: accountant or accounting firm
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 8,530,380
Total Number of Clients: 805
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

DOYLE WEALTH MANAGEMENT, INC.

ownership team - last updated 2019-04-17
Name Title Start Date Direct/Indirect % Ownership
DOYLE, ROBERT, KENNETH PRESIDENT/CHIEF COMPLIANCE OFFICER 03/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
DOYLE, RILEY & SPOOR, PA PRESIDENT direct 1997-08-01
DOYLE, RILEY & SPOOR, PA PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2004-09-01
DOYLE WEALTH MANAGEMENT, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-03-01
DOYLE WEALTH MANAGEMENT, INC. PRESIDENT/CCO direct 2005-03-01
DOYLE, JILLIAN, DUGGAN SECRETARY 03/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DOYLE WEALTH MANAGEMENT, INC. SECRETARY direct 2005-03-01
DOYLE, JILLIAN, DUGGAN COMPLIANCE OFFICER 03/01/2019 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DOYLE WEALTH MANAGEMENT, INC. SECRETARY direct 2005-03-01

DOYLE WEALTH MANAGEMENT, INC.

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
DOYLE, ROBERT, KENNETH PRESIDENT/CHIEF COMPLIANCE OFFICER 03/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
DOYLE, RILEY & SPOOR, PA PRESIDENT direct 1997-08-01
DOYLE, RILEY & SPOOR, PA PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2004-09-01
DOYLE WEALTH MANAGEMENT, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-03-01
DOYLE WEALTH MANAGEMENT, INC. PRESIDENT/CCO direct 2005-03-01
DOYLE, JILLIAN, DUGGAN SECRETARY 03/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DOYLE WEALTH MANAGEMENT, INC. SECRETARY direct 2005-03-01
DOYLE, JILLIAN, DUGGAN COMPLIANCE OFFICER 03/01/2019 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DOYLE WEALTH MANAGEMENT, INC. SECRETARY direct 2005-03-01

DOYLE WEALTH MANAGEMENT, INC.

ownership team - last updated 2018-10-03
Name Title Start Date Direct/Indirect % Ownership
DOYLE, ROBERT, KENNETH PRESIDENT/CHIEF COMPLIANCE OFFICER 03/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
DOYLE, RILEY & SPOOR, PA PRESIDENT direct 1997-08-01
DOYLE, RILEY & SPOOR, PA PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2004-09-01
DOYLE WEALTH MANAGEMENT, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-03-01
DOYLE WEALTH MANAGEMENT, INC. PRESIDENT/CCO direct 2005-03-01
DOYLE, JILLIAN, DUGGAN SECRETARY 03/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DOYLE WEALTH MANAGEMENT, INC. SECRETARY direct 2005-03-01

DOYLE WEALTH MANAGEMENT, INC.

ownership team - last updated 2018-04-06
Name Title Start Date Direct/Indirect % Ownership
DOYLE, ROBERT, KENNETH PRESIDENT/CHIEF COMPLIANCE OFFICER 03/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
DOYLE, RILEY & SPOOR, PA PRESIDENT direct 1997-08-01
DOYLE, RILEY & SPOOR, PA PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2004-09-01
DOYLE WEALTH MANAGEMENT, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-03-01
DOYLE WEALTH MANAGEMENT, INC. PRESIDENT/CCO direct 2005-03-01
DOYLE, JILLIAN, DUGGAN SECRETARY 03/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DOYLE WEALTH MANAGEMENT, INC. SECRETARY direct 2005-03-01

Elevate your investments