Hogan Investment Counsel, LLC
Firm details
- Headquarters
- Cordova, Tennessee
- CRD number
- 160186
- Registered since
- March 13, 2026
- Website
- www.hoganinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.87%
- Individuals24.13%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hogan Investment Counsel, LLC is an independent, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports that it is not an active ESG investor. It is organized as an LLC and, per its snapshot, is registered with the SEC in 2026. Hogan does not describe itself as a multi-state adviser or a pension consultant, and it does not operate as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Sovereign Bonds4%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Clay Hogan
Portfolio ManagerCRD 3156113
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cordova, TN
Shelby
Location
Cordova, TN
Headquartered in Cordova, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 51 Germantown Ct
- Time zone
- CT (UTC-6)
- Office locations
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