ELIOT FINKEL INVESTMENT COUNSEL, LLC

CRD 104695File 801-10139

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$187.0M

Bottom 25% of cohort (national)

Discretionary AUM

$187.0M

Clients

174 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Aug 28, 1974
Principal office: 9401 WILSHIRE BOULEVARD, SUITE 830, BEVERLY HILLS, CA, 90212
Phone: 310-271-2521
Website: http://www.efinvest.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $187.0M
Discretionary AUM: $187.0M
Non-discretionary AUM: $0
Discretionary accounts: 174
Non-discretionary accounts: 0
Total accounts: 174
AUM per client: $2.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	38	$163.0M
Pension and profit sharing plans	Fewer than 5	$6.2M
Individuals (other than high net worth individuals)	33	$17.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.