BEVERLY HILLS, CACRD 111622Latest ADV March 25, 2026
Joel R. Mogy Investment Counsel Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Beverly Hills, CA.
Assets Under Management
$2.2B
Employees
9
Offices
--
Total Clients
278
Primary office
BEVERLY HILLS, CA
315 SOUTH BEVERLY DRIVE, SUITE 400, BEVERLY HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.8% of total clients.
Top client categories% of clientsClients
1
HNWI
74.8%
208
2
Individuals
18.7%
52
3
Charitable
5.8%
16
4
Pension Plans
0.4%
1
5
Corporations
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 25, 2026
Discretionary100.0%
$2.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.2B
Total Accounts663
10Y AUM Change+$1.3B (+158.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee31:1
10Y Employee Change-1 (-10.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.