# JOEL R. MOGY INVESTMENT COUNSEL INC.

JOEL R. MOGY INVESTMENT COUNSEL INC. is a RIA based in Beverly Hills.

## Overview

- **Organization type:** RIA
- **Headquarters:** Beverly Hills
- **Founded:** 1976
- **Assets under management:** Undisclosed
- **Website:** https://www.mogy.com/
- **LinkedIn:** https://www.linkedin.com/company/joel-r-mogy-investment-counsel-inc

## Regulatory record

- **CRD number:** 111622
- **SEC file number:** 801-15669
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111622

## About

Joel R. Mogy Investment Counsel Inc. (JMIC) is a boutique investment counseling firm providing clients with an independent, non-institutional approach to investment management services. It is a SEC Registered Investment Advisor that provides objective advice with a Fiduciary Standard of care. The firm primarily serves individual clients and also advises fiduciaries of pension funds, endowments, and charitable foundations. It is not affiliated with any bank, broker dealer, or financial institution.

## People

- Joel R. Mogy — CFA, President
- Brad A. Stelzer — CFA, Vice President
- Daniel A. Inlender — Vice President
- Tom Crecelius — MBA, Investment Counselor

## Questions

### Who operates Joel R. Mogy Investment Counsel Inc.?

No principal names or biographies are publicly available for this firm. The SEC registration for Joel R. Mogy Investment Counsel Inc. lists the firm as an RIA, but individual operator identities are not disclosed (public record).

### How does Joel R. Mogy Investment Counsel Inc. invest?

The firm's investment strategy, asset-class mix, and sector preferences are not publicly documented. No portfolio companies, fund commitments, or direct deals have been reported (public record).

### What is the AUM of Joel R. Mogy Investment Counsel Inc.?

Assets under management are not publicly reported. The firm's regulatory filings do not disclose AUM (public record).

### Where is Joel R. Mogy Investment Counsel Inc. located?

No headquarters address or office locations are publicly available (public record).

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- [Dick Hutchinson Registered Investment Advisor](https://altss.com/profile/dick-hutchinson-registered-investment-advisor)

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Last updated: 2026-08-11T15:07:12.582Z

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