R.H. Dinel Investment Counsel,Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$147,429,439
Clients
21
Advisors
2
of 2 employees
About
R. H. Dinel Investment Counsel provides customized, discretionary investment management and strategic planning advice primarily to high‑net‑worth individuals, retirement accounts, trusts, foundations and family offices. The firm does not generally serve non‑high‑net‑worth individual clients and structures portfolios to reflect individual client needs and restrictions.
The firm’s investment approach centers on intensive research of individual securities, a preference for long holding periods, and a growth‑oriented common‑stock emphasis supplemented by bond allocations when appropriate. Investment policy letters are prepared after client consultations, and portfolios are managed in accordance with those client‑specific guidelines.
Compared with many peers, the firm operates with a relatively compact, concentrated client roster and emphasizes highly individualized portfolios that can include client‑imposed social or political restrictions. It also separately offers strategic planning and consultant services for family offices and may select brokers in part for the value of research services rather than solely for lowest commission.
Client services
Expertise
Fee options
Negotiable fixed fees for special projects
$0 - $1,000,000: 1.5% $1,000,000 - $2,000,000: 1.25% $2,000,000 - $22,000,000: 1.0%
$1,500 per hour
Account minimum: $2 million
Main office
11661 San Vicente Blvd Ste 400
Los Angeles CA 90049-5112
Advisors at this office
2
Most active in
California
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.
Advisors at this firm
Robert T
Series 65
Los Angeles, CA
R.H. Dinel Investment Counsel,Inc.
Robert Terrell is a financial advisor at R.H. Dinel Investment Counsel, Inc. He holds a Series 65 designation and has been in the industry since 2022, with prior experience at Karlin Asset Management from 2008 to 2025. R.H. Dinel Investment Counsel, Inc. provides customized, discretionary investment management and consultative services to individuals, retirement accounts, trusts, pensions, and foundations. The firm emphasizes in-depth research on individual stocks, prefers long holding periods with growth companies, and tailors portfolios to client needs, managing approximately $169 million in assets with a small, concentrated client roster.
Richard D
Los Angeles, CA
R.H. Dinel Investment Counsel,Inc.
Richard Dinel is the sole advisor at R.H. Dinel Investment Counsel, Inc. in Los Angeles, CA, with 28 years of industry experience. He has been with the firm since 1992. R.H. Dinel Investment Counsel provides customized, discretionary investment management and consultative services to individuals, retirement accounts, trusts, pensions, and foundations. The firm focuses on in-depth research of individual common stocks, emphasizing long holding periods and growth companies aligned with economic themes, and manages a concentrated client roster that includes charitable organizations and pension/profit-sharing plans.
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