Platt Investment Counsel, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$153,648,538
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
142
37% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
142
Average account size
$1,082,032
About
Platt Investment Counsel, LLC provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations and business entities, managing $153,648,538 in discretionary assets as of 12/31/2025. Services are delivered through model-based core portfolios and include ongoing monitoring, quarterly reporting and direct fee billing from client custodial accounts.
The firm’s investment approach emphasizes tactical asset allocation across equities, fixed income and cash based on economic-cycle positioning, typically implemented with exchange-traded funds and no-load mutual funds while permitting occasional individual securities. Portfolios are managed on a discretionary basis with quarterly reviews, annual suitability checks, regular client communications (including monthly market updates), and the ability for clients to impose reasonable investment restrictions.
What distinguishes the firm from many peers is its work with charitable organizations and other institutional-type clients in addition to individual households, and its operational role that includes acting as trustee or having custodial access for certain client accounts and employer-sponsored plan portals. The firm also maintains a $500,000 minimum account guideline and does not vote client proxies, with annual surprise examinations performed when custody exists.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Wealth management
Fee options
$0 - $2,000,000: Up to 0.70% annually $2,000,001 - $4,000,000: 0.55% annually $4,000,001+: 0.45% annually
Account minimum: $500,000 Fee-only: Fees for portfolio management services based on tiered percentage of assets under management as detailed in fee tiers.
Main office location
Platt Investment Counsel, LLC
Cary NC, United States
Number of offices
1
Most active in
Platt Investment Counsel, LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Minnesota · North Carolina · Texas
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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