# Toepel Investment Counsel

Toepel Investment Counsel is an Asset Manager based in Port Hadlock, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Port Hadlock, United States
- **Region:** North America
- **Address:** Wausau, WI, United States
- **Founded:** 1984
- **Assets under management:** Undisclosed
- **Website:** toepelinvestment.com

## Regulatory record

- **CRD number:** 117174
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-24T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117174

## About

Toepel Investment Counsel, Inc. is a state-registered investment adviser in Port Hadlock, WA. The firm manages $51 million in assets, $49 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## People

- Philip J. Toepel — President

## Questions

### What investment vehicles does Toepel Investment Counsel offer?

The firm uses individually managed separate accounts, not pooled mutual funds or ETFs. Each client's equity and fixed-income portfolio is constructed from individual securities and held at an independent custodian. This structure allows for direct tax-loss harvesting and customization around concentrated positions, which matters for a client base with significant embedded capital gains.

### Does Toepel Investment Counsel allocate to alternatives or private markets?

There is no public evidence of alternatives, private equity, venture capital, hedge fund, or real asset allocations within the firm's investment approach. The strategy has remained squarely in publicly traded equities and fixed-income instruments. This positions the firm as a traditional stock-and-bond manager for clients who prioritize liquidity.

### What is the firm's geographic footprint?

The firm operates from a single office in Wausau, Wisconsin, and its client base is predominantly concentrated in the state. This local density shapes the investment strategy—particularly the Wisconsin municipal bond overweight—and the firm's referral-driven growth model. There are no additional offices or out-of-state expansion efforts evident in the public record.

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- [Virginia Investment Advisory](https://altss.com/profile/virginia-investment-advisory-inc)
- [Werner & Co. RIA](https://altss.com/profile/werner-and-c0-ria-pllc)

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Last updated: 2026-06-03T20:00:00.000Z

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