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, 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.

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
David Hogan Jr.	Cordova, TN	22

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