$107.2M Total AUM
$107.2M Disc. AUM
-- 3Y CAGR
2 Employees
207 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-02-2012
- Office Locations
- 1
Office Locations
51 Germantown Court Suite 108 Cordova TN
About Hogan Investment Counsel, LLC
Hogan Investment Counsel, LLC is an independent RIA serving retail clients with a long-term, risk-aware approach targeting growth and income. The firm primarily implements ETFs (with some investment-grade and sovereign bond exposure) and custodies with Charles Schwab. High-touch client communication includes scheduled quarterly reviews plus regular newsletter and email updates.
Team overview
-- AVG AGE
$107.2M AVG AUM / ADVISOR
$518.1K AVG AUM / CLIENT
14.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Peak bridge Element legacy Oak eagle
Client Personas
Value value
Investment Themes
Delta
Investment Vehicles
Insight
Services
Atlas alpha Delta
Owner & Executives
D
DAVID CLAY HOGAN JR
Chief Compliance Officer, Managing Member, PORTFOLIO MANAGER, PRINCIPAL
- CRD
- #3156113
- Ownership
- 75% or more
(941) 710-5382
bridge.catalyst@oakcapital.com
in linkedin.com/in/eagle-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,242,702 | $225,774 |
| Non-Discretionary | $0 | -- |
| Total | $107,242,702 | $225,774 |
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Separately Managed Accounts
Total SMA Asset: $107,242,702
Equity - Exchange:
14.8% Corporate - Investment Grade:
21.6% Sovereign Bonds:
35.8% Cash:
27.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $460,052,764 | 14.8% |
| Corporate - Investment Grade | $671,428,358 | 21.6% |
| Sovereign Bonds | $1,112,830,334 | 35.8% |
| Cash | $864,153,165 | 27.8% |
| Total | $3,108,464,621 | 100.0% |