Overview
- Headquarters
- Cordova, TN
- Total Firm Assets
- $107 million
- Average High-Net-Worth Client Portfolio Size
- $1.8 million
Fee Disclosure
Source: HOGAN DISCLOSURE BROCHURE AND SUPPLEMENT (2026-08-13)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|
| $0 |
$3,000,000
|
0.90%
|
| $3,000,001 |
and above
|
0.50%
|
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|
| $1 million |
$9,000 |
0.90% |
| $5 million |
$37,000 |
0.74% |
| $10 million |
$62,000 |
0.62% |
| $50 million |
$262,000 |
0.52% |
| $100 million |
$512,000 |
0.51% |
Actual fees may vary; other investment costs may apply.
- High-Net-Worth Share of Firm Assets
- 75.87%
- Number of High-Net-Worth Clients
- 44
- Total Client Accounts
- 475
- Discretionary Accounts
- 475
Services Offered
Services:
Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 160186
-
HOGAN DISCLOSURE BROCHURE AND SUPPLEMENT (2026-08-13)
(fee schedule source)
· View brochure text
View firm on SEC ↗
·
Current Form ADV (PDF) ↗
Frequently Asked Questions
Hogan Investment Counsel, LLC's Form ADV discloses 0.90% on the first $3 million and 0.50% on assets above $3 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #160186), Hogan Investment Counsel, LLC is subject to fiduciary duty under federal law.
Hogan Investment Counsel, LLC is headquartered in CORDOVA, TN.
Hogan Investment Counsel, LLC serves 44 high-net-worth clients according to their SEC filing dated August 13, 2026. View client details ↓
According to their SEC Form ADV, Hogan Investment Counsel, LLC offers portfolio management for individuals. View all service details ↓
Hogan Investment Counsel, LLC manages $107 million in client assets according to their SEC filing dated August 13, 2026.
According to their SEC Form ADV, Hogan Investment Counsel, LLC serves high-net-worth individuals. View client details ↓