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Kevin Doyle

Kathmere Capital Management, LLC

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About Kevin Doyle

Kevin Doyle is a financial advisor with Kathmere Capital Management, LLC. Kevin is registered to provide investment advisory services in Pennsylvania. Kevin has been in the industry since 2012. Kevin's firm has a client count of 66 with assets under management of $1,840,000,000. Clients of Kathmere Capital Management, LLC, are primarily individuals, with a focus on high-net-worth clients. Kevin provides a range of services to clients, including financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

Firm Information

Kevin Doyle is currently registered with Kathmere Capital Management, LLC. Kathmere Capital Management, LLC is an investment advisor based in WAYNE, PA. The firm manages approximately $1.84 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Kathmere Capital Management provides financial planning, portfolio management, pension consulting, and selection of other advisers. The firm has 5 licensed agents, 11 investment adviser representatives, and 2 registered representatives.
Kathmere Capital Management, LLC

435 DEVON PARK DRIVE

WAYNE, PA 19087

$1.84B

Assets Under Management

66

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kevin Doyle’s Registration & Firm History

PA

10/05/2022 - Present

Kathmere Capital Management, LLC (WAYNE PA)

PA

06/01/2012 - 08/11/2014

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 06/20/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Doyle.
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