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- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-28-2020
- Office Locations
- 1
Office Locations
About NEO Investment Counsel, LLC
NEO Investment Counsel, LLC is a Cleveland-based RIA. The firm has been operating for 6 years. Managing $81.3M in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 95.8% is discretionary and 4.2% is non-discretionary.
The firm reports 1 advisory representatives and 25 clients, or 25 clients per representative. That equates to $3.3M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on May 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
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- Services
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Owner & Executives
STEVEN PHILIP MUIR
Chief Compliance Officer, Chief Investment Officer, Managing Member, Managing Principal
- CRD
- #721479
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,927,596 | -- |
| Non-Discretionary | $3,413,068 | -- |
| Total | $81,340,664 | -- |
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Separately Managed Accounts
SMA allocation detail is available
NEO Investment Counsel, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.