Joel R. Mogy Investment Counsel Inc.

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Client assets under management

$2,104,839,554

Clients

260

80% high-net-worth

Advisors

of 9 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

High

Average account size

$8,095,537

About

Joel R. Mogy Investment Counsel Inc. provides discretionary investment counseling and portfolio management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, charitable organizations and corporations, managing roughly $2.18 billion in client assets as of January 31, 2026. The firm offers ongoing, personalized investment advice and occasional consulting services and, at clients’ requests, may serve in trustee or director roles for closely held entities and foundations.

The firm’s investment approach is client‑oriented and long‑term, grounded in a fundamentally driven, portfolio‑based process consistent with the weak form of efficient market theory, emphasizing tax‑conscious allocation across global equities, investment‑grade bonds, ETFs and REITs. Research methods include fundamental, qualitative and quantitative analysis, with relatively low portfolio turnover and an explicit policy of generally not using hedge funds, private equity, options, futures or margin.

Noteworthy distinctions include the absence of standalone financial planning as a core offering, which is less common among multi‑team peers, and a relatively small investment team (three advisors) managing multi‑billion dollar assets. The firm also frequently undertakes trustee/co‑trustee roles and, in certain client arrangements (fee debits and standing transfer authorizations), is deemed to have custody—circumstances that can trigger regulatory surprise examinations.

Client services

Portfolio management Trust

Expertise

Wealth management Real estate investing

Fee options

Percentage

$0 - $2 million: 1% $2 million+: 0.5%

Other

Account minimum: $5 million Minimum fee: Preferred minimum annual advisory fee of $25,000 per year, but may accept less under certain circumstances Fee-only: Investment counseling fees calculated quarterly in advance based on AUM; no commissions charged by firm

Main office location

Joel R. Mogy Investment Counsel Inc.

315 South Beverly Drive, Suite 400

Beverly Hills CA 90212-4301, United States

Number of offices

Most active in

California · Colorado · Connecticut · New York · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (310) 552-0529

Advisors at this firm

Thomas C

Series 65

Beverly Hills, CA

Joel R. Mogy Investment Counsel Inc.

Thomas Crecelius is a financial advisor at Joel R. Mogy Investment Counsel Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Joel R. Mogy Investment Counsel since 2019, following five years at Capital Group Companies. Joel R. Mogy Investment Counsel provides discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm emphasizes client-oriented, long-term portfolio management based on fundamental analysis and a global perspective, focusing on cost-conscious, tax-aware strategies primarily involving equities and investment-grade bonds.

Wealth management Real estate investing

Bradford S

CFA®

Beverly Hills, CA

Joel R. Mogy Investment Counsel Inc.

Bradford Stelzer is a CFA® charterholder with 4 years of industry experience. He has been with Joel R. Mogy Investment Counsel Inc. since 2004. Joel R. Mogy Investment Counsel Inc. provides discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $2.06 billion across about 237 client relationships, emphasizing long-term, client-oriented advice with a focus on cost-conscious, tax-aware implementation primarily in equities and investment-grade bonds.

Wealth management Real estate investing

Joel M

CFA®

Beverly Hills, CA

Joel R. Mogy Investment Counsel Inc.

Joel Mogy is a CFA® charterholder and principal of Joel R. Mogy Investment Counsel Inc. with eight years of industry experience. He has served as a trustee for selected clients, providing professional fiduciary services. Joel R. Mogy Investment Counsel Inc. offers discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm emphasizes long-term, client-oriented investment strategies based on fundamental analysis and a global perspective, focusing on cost-conscious, tax-aware portfolios primarily composed of domestic and foreign equities and investment-grade bonds.

Wealth management Real estate investing

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