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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

CI DOYLE PRIVATE WEALTH, LLC

DOYLE WEALTH MANAGEMENT, LLC, CRD 134503

ST. PETERSBURG, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e7e65ed1-7de7-9300-6d9e-99bb82a1e1af

Data as of Mar 1, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 33
Dated events: 17
On other graphs: 0
Observed: Feb 7, 2012 to Mar 1, 2023
69 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.6BItem 5.F on the latest filing (2023-03-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.6B
Private client RAUM: $1.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 20
Advisory employees: 14
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,534
Individual clients: 569
High net worth clients: 426
Custody, client assets: $17.1M
SEC number: 801-64034
CRD: 134503
Filings on the tape: 69
First filed: Feb 7, 2012
Latest filed: Mar 1, 2023
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CI FINANCIAL CORP.	Owner	E	yes	11/2019	Jan 18, 2021	Mar 1, 2023
CI PRIVATE WEALTH, LLC	Owner	E	yes	12/2020	Mar 1, 2023	Mar 1, 2023
CI US HOLDINGS, INC	Owner	E	yes	09/2021	Jul 29, 2022	Mar 1, 2023
CI US, LLC	Owner	E	yes	09/2021	Jul 29, 2022	Mar 1, 2023
CIPW HOLDINGS, LLC	Owner	E	yes	09/2021	Mar 1, 2023	Mar 1, 2023
DOYLE, JILLIAN, DUGGAN	Secretary	Na	yes	03/2005	Feb 7, 2012	Mar 1, 2023
DOYLE, ROBERT, KENNETH	President	Na	yes	03/2005	Feb 7, 2012	Mar 1, 2023
NAKAMURA, LARRY, TRISTON	CHIEF COMPLIANCE OFFICER	Na	no	07/2022	Jul 29, 2022	Mar 1, 2023
YOUNGS, TODD, B	COMPLIANCE OFFICER	Na	no	05/2022	May 10, 2022	Mar 1, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CI PRIVATE WEALTH, LLC	n/a	Independent wealth	$165B	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 9, 2022	$1.6B	$1.6B	20	14	0	n/a	n/a
2020	Mar 3, 2021	$1.3B	$1.3B	22	14	0	n/a	n/a
2019	Feb 25, 2020	$1.1B	$1.1B	23	15	0	n/a	n/a
2018	Mar 26, 2019	$853M	$844M	22	9	0	n/a	n/a
2017	Jan 30, 2018	$846M	$844M	18	11	0	n/a	n/a
2016	Feb 13, 2017	$714M	$712M	15	8	n/a	n/a	n/a
2015	Mar 29, 2016	$633M	$626M	14	7	n/a	n/a	n/a
2014	Feb 23, 2015	$579M	$568M	9	4	n/a	n/a	n/a
2013	Mar 12, 2014	$498M	$489M	11	6	n/a	n/a	n/a
2012	Feb 20, 2013	$366M	$360M	12	6	n/a	n/a	n/a
2011	Feb 7, 2012	$306M	$300M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$1.6B	$1.3B	29.0%	$853M	23.9%	20	22	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Corient	12	Mar 31, 2023	Jan 1, 2025	ST PETERSBURG, FL	Firm absorbed	RIA to ibd	100.0%

Relationships

Affiliated with (1)

→ CORIENTRegistered adviserother investment adviser, control, common control
factForm ADV

Owns (2)

← NAKAMURA, LARRY, TRISTONOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 29, 2022 to presentfactForm ADV
← YOUNGS, TODD, BOwnerCOMPLIANCE OFFICER, ownership code NA, individual
May 10, 2022 to presentfactForm ADV

Controls (6)

← DOYLE, ROBERT, KENNETHOwnerPRESIDENT, ownership code NA, individual
Feb 7, 2012 to presentfactForm ADV
← DOYLE, JILLIAN, DUGGANOwnerSECRETARY, ownership code NA, individual
Feb 7, 2012 to presentfactForm ADV
← CI FINANCIAL CORP.OwnerOWNER, ownership code E, foreign entity
Jan 18, 2021 to presentfactForm ADV
← CI PRIVATE WEALTH, LLCOwnerOWNER, ownership code E, domestic entity
Mar 1, 2023 to presentfactForm ADV
← CI US HOLDINGS, INCOwnerOWNER, ownership code E, domestic entity
Jul 29, 2022 to presentfactForm ADV
← CIPW HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Mar 1, 2023 to presentfactForm ADV

Moved with (1)

→ CORIENTRegistered adviser12 advisors, firm absorbed, same day
Mar 31, 2023 to Jan 1, 2025factForm ADV

Registered with (22)

← JAMES JOSEPH MCGINTYAdvisorregistration: previous registration
Dec 13, 2016 to Mar 31, 2023factForm ADV
← TODD B YOUNGSAdvisorregistration: previous registration
Feb 10, 2014 to Mar 31, 2023factForm ADV
← AMY LYNN POWELLAdvisorregistration: previous registration
Mar 31, 2015 to Mar 31, 2023factForm ADV
← KONSTANTIN BYSTRITSKYAdvisorregistration: previous registration
Apr 9, 2019 to Mar 31, 2023factForm ADV
← CHRISTOPHER RYAN JAYAdvisorregistration: previous registration
Jan 15, 2016 to Mar 31, 2023factForm ADV
← STEVEN CANTILLOAdvisorregistration: previous registration
Oct 4, 2018 to Mar 31, 2023factForm ADV
← ANDREW R LUNDINAdvisorregistration: previous registration
Apr 20, 2018 to Mar 31, 2023factForm ADV
← BRIAN NMI MUNOZAdvisorregistration: previous registration
Jul 29, 2022 to Mar 31, 2023factForm ADV
← JOSEPH ROBERT CUDAAdvisorregistration: previous registration
Aug 29, 2022 to Mar 31, 2023factForm ADV
← MICHAEL JAMES NEILLAdvisorregistration: previous registration
Jul 1, 2022 to Mar 31, 2023factForm ADV
← DYLAN ROBERT KESTERSONAdvisorregistration: previous registration
Jun 20, 2018 to Mar 31, 2023factForm ADV
← Daniel Thomas GaukelAdvisorregistration: previous registration
Dec 1, 2022 to Mar 31, 2023factForm ADV
← CASSANDRA MICHELLE SMALLEYAdvisorregistration: previous registration
Jul 30, 2012 to Aug 23, 2022factForm ADV
← JOSHUA MICHAEL PISAAdvisorregistration: previous registration
May 1, 2018 to Jul 22, 2020factForm ADV
← KEITH ALLEN JAWORSKIAdvisorregistration: previous registration
Mar 29, 2019 to Jan 3, 2020factForm ADV
← Charles Martin CrouchAdvisorregistration: previous registration
Jun 9, 2017 to Oct 23, 2019factForm ADV
← Matthew William BenzAdvisorregistration: previous registration
May 5, 2017 to May 20, 2019factForm ADV
← MATHEW CHRISTOPHER LEPAKAdvisorregistration: previous registration
Apr 5, 2016 to Dec 14, 2016factForm ADV
← RICHARD JAY HEIMANAdvisorregistration: previous registration
Jul 15, 2010 to Mar 24, 2016factForm ADV
← MICHAEL WILLIAM MURRAYAdvisorregistration: previous registration
Jan 23, 2007 to Jan 6, 2015factForm ADV
← STACEY MARIE ELLISAdvisorregistration: previous registration
Mar 17, 2011 to Sep 20, 2013factForm ADV
← JOHN EDWARD CARLSONAdvisorregistration: previous registration
Mar 13, 2007 to Apr 15, 2010factForm ADV

Dated events

Occurred
Mar 31, 2023
Firm absorbed
CI Doyle Private Wealth, LLC's advisors moved to Corient (ST Petersburg, FL): 12 of 12 registered, on the same day
Form ADVobserved 5 days ago
12 advisors
Occurred
Mar 31, 2023
Advisor changed firm
James Joseph Mcginty left Ci Doyle Private Wealth, Llc for Corient (registered 2022-12-15)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Dylan Robert Kesterson left Ci Doyle Private Wealth, Llc for Corient (registered 2023-03-22)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Amy Lynn Powell left Ci Doyle Private Wealth, Llc for Corient (registered 2022-12-14)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Konstantin Bystritsky left Ci Doyle Private Wealth, Llc for Corient (registered 2023-03-22)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Todd B Youngs left Ci Doyle Private Wealth, Llc for Corient (registered 2025-01-01)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Andrew R Lundin left Ci Doyle Private Wealth, Llc for Corient (registered 2022-12-14)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Brian Nmi Munoz left Ci Doyle Private Wealth, Llc for Corient (registered 2023-03-22)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Joseph Robert Cuda left Ci Doyle Private Wealth, Llc for Corient (registered 2023-03-22)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Daniel Thomas Gaukel left Ci Doyle Private Wealth, Llc for Corient (registered 2023-03-22)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Michael James Neill left Ci Doyle Private Wealth, Llc for Corient (registered 2023-03-22)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Christopher Ryan Jay left Ci Doyle Private Wealth, Llc for Corient (registered 2022-12-14)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Steven Cantillo left Ci Doyle Private Wealth, Llc for Corient (registered 2023-03-22)
Form ADVobserved 5 days ago
Occurred
Aug 23, 2022
Advisor changed firm
Cassandra Michelle Smalley left Ci Doyle Private Wealth, Llc for Cassandra Smalley Wealth Management (registered 2022-10-27)
Form ADVobserved 5 days ago
Occurred
Mar 9, 2022
Regulatory AUM changed
Ci Doyle Private Wealth, Llc reported RAUM $1.6B, up 29% from $1.3B (2022-01-05 to 2022-03-09)
Form ADVobserved 5 days ago
$364M
Occurred
Dec 21, 2020
Succession filed (Item 4)
Doyle Wealth Management, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Feb 25, 2020
Regulatory AUM changed
Ci Doyle Private Wealth, Llc reported RAUM $1.1B, up 28% from $853.3M (2019-12-04 to 2020-02-25)
Form ADVobserved 5 days ago
$235M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7e65ed1-7de7-9300-6d9e-99bb82a1e1af
First observed: Feb 7, 2012
Last observed: Mar 1, 2023 43 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CI DOYLE PRIVATE WEALTH, LLC

DOYLE WEALTH MANAGEMENT, LLC, CRD 134503

ST. PETERSBURG, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e7e65ed1-7de7-9300-6d9e-99bb82a1e1af

Data as of Mar 1, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:26 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CI FINANCIAL CORP.

Owner

yes

11/2019

Jan 18, 2021

Mar 1, 2023

CI PRIVATE WEALTH, LLC

Owner

yes

12/2020

Mar 1, 2023

CI US HOLDINGS, INC

Owner

yes

09/2021

Jul 29, 2022

Mar 1, 2023

CI US, LLC

Owner

yes

09/2021

Jul 29, 2022

Mar 1, 2023

CIPW HOLDINGS, LLC

Owner

yes

09/2021

Mar 1, 2023

DOYLE, JILLIAN, DUGGAN

Secretary

yes

03/2005

Feb 7, 2012

Mar 1, 2023

DOYLE, ROBERT, KENNETH

President

yes

03/2005

Feb 7, 2012

Mar 1, 2023

NAKAMURA, LARRY, TRISTON

CHIEF COMPLIANCE OFFICER

07/2022

Jul 29, 2022

Mar 1, 2023

YOUNGS, TODD, B

COMPLIANCE OFFICER

05/2022

May 10, 2022

Mar 1, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CI PRIVATE WEALTH, LLC

n/a

Independent wealth

$165B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 9, 2022

$1.6B

n/a

2020

Mar 3, 2021

$1.3B

n/a

2019

Feb 25, 2020

$1.1B

n/a

2018

Mar 26, 2019

$853M

$844M

n/a

2017

Jan 30, 2018

$846M

$844M

n/a

2016

Feb 13, 2017

$714M

$712M

n/a

2015

Mar 29, 2016

$633M

$626M

n/a

2014

Feb 23, 2015

$579M

$568M

n/a

2013

Mar 12, 2014

$498M

$489M

n/a

2012

Feb 20, 2013

$366M

$360M

n/a

2011

Feb 7, 2012

$306M

$300M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$1.6B

$1.3B

29.0%

$853M

23.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Corient

Mar 31, 2023

Jan 1, 2025

ST PETERSBURG, FL

Firm absorbed

RIA to ibd

100.0%