$10.1M Total AUM
$10.1M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- PioneerDelta +more
- Established Date
- 11-01-2005
- Office Locations
- 1
Office Locations
-- Bargersville IN
About Doyle Investment Management
Corient is a wealth advisory firm focused on collaborative client service, offering family office solutions and access to advisors across the firm. For distribution teams, its “Find an Advisor” directory provides a direct path to identify and connect with the appropriate Corient advisor for a given client need.
Team overview
-- AVG AGE
$10.1M AVG AUM / ADVISOR
$245.1K AVG AUM / CLIENT
20.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Momentum Insight Focus Signal Optima Matrix Prime foundation Prime Vertex frontier Ridge Capital Quantum
Client Personas
Wave pathway Optima summit Frontier Oak Timber frontier
Custodian
Meridian Vertex glacier North Insight Glacier Pioneer Glacier radial Summit Horizon Fusion foundation Horizon Pathway Vital value Vector Prime Horizon Ridge Fusion Wave pathway Vector zenith Fusion harbor Fusion Capital Horizon Peak Quantum Pioneer vital Wave optima Vital prime Beacon pathway Bridge crest Pioneer summit Fusion Delta delta Beacon Oak wave Atlas focus Peak pathway Foundation Vertex Pioneer signal Summit Meridian Insight foundation Foundation Beacon Matrix Pioneer Atlas Bridge Element Oak Fusion alpha Zenith insight Meridian Zenith vector Bridge North value North horizon Oak
Fund Managers
Ember pioneer Quantum eagle
Investment Themes
Fusion element Timber Quantum element Wave Pioneer Timber Summit
Investment Vehicles
Peak vital
Platform
Vector Foundation focus Meridian Alpha Ridge Optima Capital beacon Bridge frontier
Services
Quantum Vector Summit element Quantum Atlas crest Optima north Frontier matrix Glacier momentum Summit vertex Bridge insight Legacy catalyst Momentum vital Value Bridge glacier Delta
Technology
Vector signal Delta Legacy Ridge
Owner & Executives
R
RICHARD DUSTIN DOYLE
Owner, Portfolio Manager, President
- CRD
- #2950204
- Ownership
- 75% or more
(445) 586-4872
foundation.vertex@bridgecapital.com
in linkedin.com/in/vital-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,050,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,050,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,050,000
Equity - Exchange:
34.7% Cash:
30.5% Equity - OTC:
8.1% U.S. Government/Agency:
26.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,523,826,762 | 34.7% |
| Cash | $1,339,386,636 | 30.5% |
| Equity - OTC | $355,705,959 | 8.1% |
| U.S. Government/Agency | $1,172,512,235 | 26.7% |
| Total | $4,391,431,592 | 100.0% |