R.H. DINEL INVESTMENT COUNSEL,INC.

RIASEC RegisteredEst. 1991
Total AUM
$154M
Discretionary
$153M
100% of AUM
Avg account
$6.1M
Accounts
25
Employees
2
Advisory reps
3

Firm details

Headquarters
Los Angeles, California
CRD number
106688
Registered since
August 20, 1991
Website
rhdic.com
Custodians
U.S. BANK, N.A.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI96.04%
  • Charitable Organizations2.71%
  • Pension & Profit Sharing Plans1.26%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

R.H. Dinel Investment Counsel, Inc. is a small, equity‑oriented advisory firm that manages portfolios for high‑net‑worth individuals, families and select institutional clients. The firm operates as a capital allocator with a clear preference for exchange‑traded equities and separate managed accounts. Its advisory services emphasize discretionary portfolio management for individuals and small businesses and the selection of other advisers when a subadvisor or specialist is needed. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, Cash & Cash Equivalents 10%, US Government Bonds 1%, State & Local Bonds 1%88%
  • Exchange Traded Equities88%
  • Cash & Cash Equivalents10%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • RICHARD DINEL

    President, Chief Compliance OfficerCRD 2206606

Contacts

2 of 2
  • Robert Terrell

    Senior Vice PresidentCRD 8114447

  • JOYCE DINEL

    Vice PresidentCRD 4356386

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
11661 San Vicente Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth