Mathew
Doyle

Captrust

CRD#4554670
Investment Advisor
in Tampa, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mathew Doyle is a certified financial planner who works out of Tampa, Florida with 6 years of industry experience. Doyle works at Captrust. Their career trajectory has included roles at Capfinancial Partners LLC (Captrust), Capfinancial Securities LLC, Wells Fargo Advisors Financial Network LLC and Captrust Advisors, LLC. Doyle holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Captrust is a firm that has its headquarters in Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 people on staff. It administers $715 billion in total assets among its 76,254 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 136 charities and foundations. Of its 76,254 client accounts, 33% are held by high-net-worth individuals who have at least $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fee schedules vary depending on which services the firm provides the client. Fee types billed by Captrust most likely include any combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

400 North Tampa St #1800
Tampa, FL 33602

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Captrust Brokerage Details

Total Assets Under Management

$714,587,898,072

FL Average: $3,625,019,099
Total Number of Employees

1,338

FL Average: 22
Total Number of Accounts

76,254

FL Average: 1,917
Average Account Size

$9,371,153

FL Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Mathew Doyle Work History

Mathew has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Capfinancial Partners LLC (Captrust)

2017 - Present (7 years)

Capfinancial Securities LLC

2009 - 2017 (8 years)

Wells Fargo Advisors Financial Network LLC

2004 - 2017 (13 years)

Captrust Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mathew Doyle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Captrust

Kristopher Byrd
Raleigh, NC
Wade Bilbrey
Brentwood, TN
Casey Pogodzinski
Raleigh, NC
Vivian Houchens
Raleigh, NC
Errol Hau
Raleigh, NC
Kimberly Elliott
Montgomery, AL
Michael Knowles
Raleigh, NC
Eric Benedict
Raleigh, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started