HOGAN INVESTMENT COUNSEL, LLC

Overview

Hogan Investment Counsel, LLC is a limited liability investment adviser that runs discretionary portfolios for individuals, families and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and shows a clear preference for equity-linked strategies: exchange-traded equities are the primary building block across its managed accounts. Its advisory activity is focused on direct portfolio management rather than pension consulting or broad institutional work, and it does not position itself as an ESG-focused or multi-state advisor. Operationally the firm uses a single primary custodian relationship to support trade execution and custody, consistent with a model that favors liquid, listed securities and pooled products. The adviser reports a mix of separately managed account activity and allocations to third-party fund managers for specific alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices