N
CRD: 309018
NEO Investment Counsel, LLC
Cleveland, OH, 44122
2162501410
$81.3M Total AUM
$77.9M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
5 yrs Firm Age
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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
2000 Auburn Drive Suite 200 Cleveland OH
About NEO Investment Counsel, LLC
NEO Investment Counsel, LLC is a Cleveland-based RIA. The firm has been operating for 5 years. Managing $81.3M in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
43 AVG AGE
$81.3M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Glacier Momentum fusion
Investment Themes
Harbor pathway
Investment Vehicles
Peak
Services
Quantum Glacier Value delta Atlas
Owner & Executives
S
STEVEN PHILIP MUIR
Chief Compliance Officer, Chief Investment Officer, Managing Member, Managing Principal
- CRD
- #721479
- Ownership
- 75% or more
(268) 460-1386
focus.timber@insightcapital.com
in linkedin.com/in/ember-pioneer
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $81,340,664
Equity - Exchange:
16.6% Corporate - Investment Grade:
10.2% Cash:
19.8% Public Funds:
13.2% Municipal Bonds:
17.6% U.S. Government/Agency:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,477,172,793 | 16.6% |
| Corporate - Investment Grade | $907,660,391 | 10.2% |
| Cash | $1,761,928,994 | 19.8% |
| Public Funds | $1,174,619,329 | 13.2% |
| Municipal Bonds | $1,566,159,105 | 17.6% |
| U.S. Government/Agency | $2,011,090,669 | 22.6% |
| Total | $8,898,631,281 | 100.0% |