Hogan Investment Counsel, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$107,242,702
Clients
207
21% 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
207
Very HighAverage account size
$518,081
About
Hogan Investment Counsel provides discretionary investment management and consulting to individuals, high‑net‑worth clients, trusts, and estates, including advice on ERISA and IRA rollover decisions. The firm offers customized portfolio construction, ongoing supervision, and client‑specific investment restrictions as agreed in the advisory contract.
The firm emphasizes a long‑term, fundamental‑analysis approach while also using technical and macro views when appropriate, and it constructs portfolios of equities, fixed income, mutual funds, and ETFs that may retain legacy holdings for tax or fit reasons. Hogan supplements its research and risk monitoring with third‑party artificial‑intelligence tools used strictly as decision support, with all recommendations subject to human review and oversight.
What is notable about the firm relative to peers is its high client count—over 200 client relationships—while operating with its current advisor support structure, a pattern that is uncommon among supported firms and may influence service delivery and contact frequency. The firm operates on a fee‑only, discretionary basis, uses an institutional custodian platform, and its principal holds the CFA charter.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $3,000,000: 0.90% annually (Customized Portfolios), 0.40% annually (Fixed Income Only Portfolios) Over $3,000,000+: 0.50% annually (Customized Portfolios), 0.30% annually (Fixed Income Only Portfolios)
Fee-only: Fee-only advisory services based on assets under management; no commissions or performance fees charged.
Main office location
Hogan Investment Counsel, LLC
51 Germantown Court, Suite 108
Cordova TN 38018, United States
Number of offices
1
Most active in
Hogan Investment Counsel, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Mississippi
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 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.
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