JOEL R. MOGY INVESTMENT COUNSEL INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.18B |
| Discretionary | $2.18B100% of AUM |
| Client Accounts | 663 |
| Avg Account Size | $3.3M |
| Employees | 9 |
| Peak AUM | $2.18BMar 2026 |
| AUM CAGR | +2.7% /yrover 25 yrs · 45 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.2B | +5.9% | +17.2% | +10.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.18B |
| Discretionary | $2.18B |
| Employees | 9 |
| Client Accounts | 663 |
Contact & Location
Address
315 SOUTH BEVERLY DRIVE
BEVERLY HILLS CA 90212-4301
Phone
(310) 552-0529
Filing History
45 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported