$153.6M Total AUM
$153.6M Disc. AUM
0.6% 3Y CAGR
1 Employees
145 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-06-2006
- Office Locations
- 1
Office Locations
-- Cary NC
About Platt Investment Counsel, LLC
Platt Investment Counsel, LLC is an RIA serving families, individuals, and nonprofits with straightforward, long-term portfolio management and generational wealth guidance. The firm emphasizes low-cost, liquid ETF portfolios with economic-cycle adjustments and a focus on keeping assets in clients’ control while maintaining liquidity. Custody includes Charles Schwab.
Team overview
55 AVG AGE
$153.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
P
PETER MARKERT PLATT
Chief Compliance Officer, President
- CRD
- #2275710
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,648,538 | $402,221 |
| Non-Discretionary | $0 | -- |
| Total | $153,648,538 | $402,221 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | 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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