R.H. Dinel Investment Counsel,Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$147,429,439
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
21
100% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$7,020,449
About
R. H. Dinel Investment Counsel provides customized, discretionary investment management and strategic planning advice primarily to high‑net‑worth individuals, retirement accounts, trusts, foundations and family offices. The firm does not generally serve non‑high‑net‑worth individual clients and structures portfolios to reflect individual client needs and restrictions.
The firm’s investment approach centers on intensive research of individual securities, a preference for long holding periods, and a growth‑oriented common‑stock emphasis supplemented by bond allocations when appropriate. Investment policy letters are prepared after client consultations, and portfolios are managed in accordance with those client‑specific guidelines.
Compared with many peers, the firm operates with a relatively compact, concentrated client roster and emphasizes highly individualized portfolios that can include client‑imposed social or political restrictions. It also separately offers strategic planning and consultant services for family offices and may select brokers in part for the value of research services rather than solely for lowest commission.
Client services
Portfolio management
Selection of other advisers
Consultation regarding a person's portfolio
Consultation regarding a person's portfolio
Expertise
Active portfolio management
Wealth management
Fee options
Negotiable fixed fees for special projects
$0 - $1,000,000: 1.5% $1,000,000 - $2,000,000: 1.25% $2,000,000 - $22,000,000: 1.0%
$1,500 per hour
Account minimum: $2 million
Main office location
R.H. Dinel Investment Counsel,Inc.
11661 San Vicente Blvd Ste 400
Los Angeles CA 90049-5112, United States
Number of offices
1
Most active in
R.H. Dinel Investment Counsel,Inc. has reported serving >5 clients in these states in the last 12 months.
California
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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