Hogan Investment Counsel, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hogan Investment Counsel, LLC is an SEC-registered investment adviser that provides discretionary investment management and financial consulting to individuals, high‑net‑worth individuals, trusts, and estates. The firm manages approximately $107 million in client assets across 207 client relationships and provides retirement‑account advice under ERISA/IRC fiduciary standards.
The firm’s investment process is primarily long‑term and fundamental in orientation, supplemented by technical and macro views, and portfolios are built from equities, fixed income, mutual funds, and ETFs tailored to clients’ goals and risk tolerance. Hogan also uses institutional custodial services and third‑party decision‑support tools, including artificial‑intelligence solutions for research, portfolio analysis, and risk monitoring, with all recommendations subject to human review.
Compared with peers, the firm’s ratio of clients to advisor is unusually high for an independent advisory practice, and its service model relies on custodial platform capabilities (including an institutional relationship with Charles Schwab) and standardized reporting to support that scale. The firm also discloses that it does not accept proxy‑voting responsibility and does not act as principal in client transactions, which affects how proxy and trade execution services are handled.
Client services
Expertise
Fee options
$0 - $3,000,000: 0.90% annually (Customized Portfolios), 0.40% annually (Fixed Income Only Portfolios) $3,000,001+: 0.50% annually (Customized Portfolios), 0.30% annually (Fixed Income Only Portfolios)
Account minimum: $20,000 Fee-only: Advisory fees range from 0.90% to 0.30% annually based on tiered schedule; negotiated fees possible; no commissions
Main office
51 Germantown Court, Suite 108
Cordova TN 38018
Advisors at this office
1
Most active in
Kentucky · Louisiana · Mississippi · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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