ADES Investment Counsel, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$58,725,966
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
25
44% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
LowAverage account size
$2,349,039
About
Ades Investment Counsel primarily serves individual and high‑net‑worth clients, along with retirement‑plan participants, trusts, pension/profit‑sharing plans and business entities, offering ongoing portfolio management, financial planning and investment consulting. The firm also provides investment advice specifically for self‑directed employer‑sponsored retirement plans and short‑term consulting engagements for clients who do not qualify for or elect not to use its discretionary management service.
The firm follows a long‑term, passive‑oriented investment approach grounded in Modern Portfolio Theory, using multi‑factor and mean‑variance analysis to construct diversified asset allocations and rebalancing portfolios as part of ongoing management. Portfolios are typically implemented with index‑type mutual funds and ETFs, with an emphasis on Dimensional Fund Advisors (DFA) funds and other low‑cost providers; because DFA funds are not broadly available to retail investors, AIC commonly recommends a specific national custodian to access those products and institutional services.
What distinguishes Ades from many peers is its accounting firm background and professional mix: the advisory team includes CPAs who also hold CFA charters and has roots in a long‑standing public accounting practice, a combination that is uncommon among supported firms. The firm manages a compact client roster with $82,860,118 in discretionary assets under management (as of December 31, 2025) and routinely relies on DFA research and institutional custodial relationships that shape its implementation and operational practices.
Client services
Financial planning
Portfolio management
Consulting
Expertise
Passive / index investing
Wealth management
Fee options
Consulting services flat fees range from $300 to $5,000; financial planning fees typically $1,500 to $3,500
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.45% $5,000,001+: 0.40%
Typically $300 per hour, negotiable
Account minimum: $1,000,000 Minimum fee: $5,000 annual minimum fee, exceptions may be made at discretion Fee-only: Investment management fees based on tiered AUM plus minimum fee; consulting and financial planning fees charged separately (hourly, flat fee)
Main office location
ADES Investment Counsel, Inc.
11835 W. Olympic Blvd., Suite 705 E
Los Angeles CA 90064, United States
Number of offices
1
Most active in
ADES Investment Counsel, Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
-
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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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.
Forms ADV
Quick links
Advisors at this firm
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