$153.5M Total AUM
$153.4M Disc. AUM
6.0% 3Y CAGR
2 Employees
26 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- US Bank
- Clients
- Retail and Institutional
- Platforms
- Vector
- Established Date
- 08-20-1991
- Office Locations
- 1
Office Locations
11661 SAN Vicente Blvd., Suite 400 LOS Angeles CA
About R.h. Dinel Investment COUNSEL,INC.
Los Angeles-based R.H. Dinel Investment Counsel is a boutique RIA serving retail and institutional clients, including entrepreneurs. The firm provides discretionary asset management and portfolio construction with an ETF-centric approach complemented by cash and high-quality bonds, and also advises on insurance and select private placements. Custodied at U.S. Bank.
Team overview
-- AVG AGE
$76.8M AVG AUM / ADVISOR
$5.9M AVG AUM / CLIENT
21.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Summit
Client Personas
Momentum
Services
Peak signal Bridge Harbor alpha
Technology
Quantum matrix
Owner & Executives
R
Robert James Terrell
SENIOR VICE PRESIDENT
- CRD
- #8114447
- Ownership
- 75% or more
(385) 925-6504
delta.crest@harborcapital.com
in linkedin.com/in/eagle-momentum
J
JOYCE KORSMEYER DINEL
Partner, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
(870) 597-9976
summit.crest@horizoncapital.com
in linkedin.com/in/pioneer-insight
E
Element unison
Focus vital frontier
- CRD
- #84907
- Ownership
- 40.0%
(399) 891-8099
ember.element@northcapital.com
in linkedin.com/in/insight-timber
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,363,362 | $6,390,140 |
| Non-Discretionary | $150,000 | $150,000 |
| Total | $153,513,362 | $6,140,534 |
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Separately Managed Accounts
Total SMA Asset: $153,513,362
Equity - Exchange:
22.7% Cash:
28.7% Municipal Bonds:
13.5% U.S. Government/Agency:
35.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,795,910,780 | 22.7% |
| Cash | $2,270,600,854 | 28.7% |
| Municipal Bonds | $1,068,052,666 | 13.5% |
| U.S. Government/Agency | $2,776,936,933 | 35.1% |
| Total | $7,911,501,233 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON EAGLE ATLAS | EMBER EAGLE | PUPRMUI0Y | EWOVJ | 6.19% | $46,456,499 |
| ATLAS PATHWAY MOMENTUM | QUANTUM RADIAL | ULKYODTKB | UYV | 6.02% | $104,000,788 |
| LEGACY FRONTIER FOCUS | MERIDIAN SIGNAL | 1DXIQZECP | VKQN | 11.52% | $92,740,813 |
| ALPHA FRONTIER ALPHA | MOMENTUM ALPHA | VIQNQVZSX | QMSL | 1.33% | $78,830,837 |
| PEAK NORTH MOMENTUM | BRIDGE UNISON | GX08VXRL3 | TZQBO | 9.31% | $88,093,696 |
| PEAK LEGACY | HORIZON FOUNDATION | WOFNLVHV7 | APXM | 5.74% | $94,794,954 |
| INSIGHT CAPITAL EMBER | HORIZON OPTIMA | 7VNZ9UQVS | SSEBU | 3.19% | $119,536,344 |
| EMBER INSIGHT SIGNAL | RADIAL VITAL | 3113T6OQ5 | GXQU | 8.22% | $30,364,015 |