CRD: 111622
Joel R. Mogy Investment Counsel Inc.
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- Custodian
- Capital Group · Charles Schwab & Company · Citibank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-1980
- Office Locations
- 1
Office Locations
About Joel R. Mogy Investment Counsel Inc.
Founded in 1976, Joel R. Mogy Investment Counsel (JMIC) is a Beverly Hills-based, SEC-registered boutique RIA delivering independent, fiduciary investment management. Portfolios are individually tailored with a disciplined long-term, low-turnover, tax-efficient approach focused on publicly traded stocks and bonds. Primarily serves individuals and families, and also advises fiduciaries of pensions, endowments, and charitable foundations; unaffiliated with banks or broker-dealers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOEL RONALD MOGY
Chief Compliance Officer, DIRECTOR, President
- CRD
- #4393052
- Ownership
- 75% or more
DANIEL ASHER INLENDER
VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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THOMAS WILLIAM CRECELIUS
--
- CRD
- #6318705
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,180,334,456 | $3,288,589 |
| Non-Discretionary | $0 | -- |
| Total | $2,180,334,456 | $3,288,589 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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