DOYLE WEALTH MANAGEMENT

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Doyle Wealth Management is based out of St. Petersburg. Doyle Wealth Management is a large advisory firm with 859 clients and discretionary assets under management (AUM) of $1,076,447,308 (Form ADV from 2020-04-09). Their last reported 13F filing for Q1 2020 included $629,100,000 in managed 13F securities and a top 10 holdings concentration of 32.06%. Doyle Wealth Management's largest holding is Microsoft Corp. with shares held of 207,832. Doyle Wealth Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 13 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $629.1 Million
  • Prior Market Value $799.772 Million
  • New Purchases7 stocks
  • Additional Purchases104 stocks
  • Sold out of37 stocks
  • Reduced holdings in48 stocks
  • Top 10 Holdings % 32.06 %
  • Turnover % [1]:24.31%
  • Turnover Alt % [2]: 12.67 %
  • Time Held Top20:5.75 quarters
  • Time Held Top10:3.10 quarters
  • Time Held All:9.43 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 2020-05-15

Performance for Q1 2020: -14.39%
Performance Last 4 Quarters: -5.33%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

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: 23
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: 14,045,500
Total Number of Clients: 859
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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DOYLE WEALTH MANAGEMENT, INC.

ownership team - last updated 2020-02-25
Name Title Start Date Direct/Indirect % Ownership

DOYLE WEALTH MANAGEMENT, INC.

ownership team - last updated 2019-12-04
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 2019-08-28
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 2019-04-17
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

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