A complete list of active advisors currently associated with Hogan Investment Counsel, LLC
Warmer can help you find a great advisor at Hogan Investment Counsel, LLC or one who fits your needs even better.
Hogan Investment Counsel provides discretionary investment management and consulting to individuals, high‑net‑worth clients, trusts, and estates, including advice on ERISA and IRA rollover decisions. The firm offers customized portfolio construction, ongoing supervision, and client‑specific investment restrictions as agreed in the advisory contract. The firm emphasizes a long‑term, fundamental‑analysis approach while also using technical and macro views when appropriate, and it constructs portfolios of equities, fixed income, mutual funds, and ETFs that may retain legacy holdings for tax or fit reasons. Hogan supplements its research and risk monitoring with third‑party artificial‑intelligence tools used strictly as decision support, with all recommendations subject to human review and oversight. What is notable about the firm relative to peers is its high client count—over 200 client relationships—while operating with its current advisor support structure, a pattern that is uncommon among supported firms and may influence service delivery and contact frequency. The firm operates on a fee‑only, discretionary basis, uses an institutional custodian platform, and its principal holds the CFA charter.
To learn more about the advisors currently working at Hogan Investment Counsel, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cordova, TN
| 22
|
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