CRD: 111622
Joel R. Mogy Investment Counsel Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Capital Group · Charles Schwab & Company · Citibank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 29, 2025 and March 25, 2026, reported AUM increased 5.9%, from $2.1B to $2.2B.
Across 5 reported observations, AUM increased 39.5% between April 11, 2022 and March 25, 2026, from $1.6B to $2.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 278 clients, or 92.7 clients per representative. That equates to $7.8M in reported AUM per client.
The profile lists 1 reported office location and 45 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Joel R. Mogy Investment Counsel Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Joel R. Mogy Investment Counsel Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Joel R. Mogy Investment Counsel Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Joel R. Mogy Investment Counsel Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.