Hogan Investment Counsel, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cordova, TN. Its latest Form ADV filing, dated February 26, 2026, reports $107M in regulatory assets under management, 2 employees, and 475 accounts.
Assets Under Management
$107M
Employees
2
Offices
--
Total Clients
207
Primary office
CORDOVA, TN
51 GERMANTOWN COURT, SUITE 108, CORDOVA, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.7% of total clients.
Top client categories% of clientsClients
1
Individuals
78.7%
163
2
HNWI
21.3%
44
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$107Mas of February 26, 2026
Discretionary100.0%
$107M
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.
Total AUM$107M
Total Accounts475
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee104:1
10Y Employee Change—
* 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.