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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Crest harbor
- Established Date
- 11-09-1999
- Office Locations
- 1
Office Locations
About MD Investment Advisors
MD Investment Advisors is a Bradenton, FL registered investment advisor (in business since 1999) helping individuals and families with investing and holistic planning around retirement, estate planning, insurance, and wealth preservation. Portfolios are primarily implemented with public funds and ETFs, with custody through Charles Schwab. The firm also offers supplemental health insurance quotes alongside advisory services.
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Investment Themes
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Owner & Executives
MATTHEW ALTON DOYLE
Investment Advisor, President
- CRD
- #1195326
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RANDALL ALLEN MCDOLE
Investment Advisor Representative
- CRD
- #2394081
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,277,134 | -- |
| Non-Discretionary | $10,145,329 | -- |
| Total | $34,422,463 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,422,463
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,318,312,560 | 23.6% |
| Equity - Exchange | $530,676,666 | 9.5% |
| Cash | $1,363,001,121 | 24.4% |
| Municipal Bonds | $843,496,596 | 15.1% |
| Corporate - Investment Grade | $614,467,719 | 11.0% |
| U.S. Government/Agency | $916,115,508 | 16.4% |
| Total | $5,586,070,170 | 100.0% |