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R.H. DINEL INVESTMENT COUNSEL,INC.
CRD 106688File 801-39695
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$153.5M
Bottom 25% of cohort (national)
Discretionary AUM
$153.4M
Non-discretionary $150K
Clients
24
25 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 20, 1991
- Principal office
- 11661 SAN VICENTE BLVD STE 400, LOS ANGELES, CA, 90049-5112
- Phone
- 310-571-7171
- Website
- https://www.rhdic.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $153.5M
- Discretionary AUM
- $153.4M
- Non-discretionary AUM
- $150K
- Discretionary accounts
- 24
- Non-discretionary accounts
- 1
- Total accounts
- 25
- AUM per client
- $6.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.2M |
| High net worth individuals | 21 | $147.4M |
| Pension and profit sharing plans | Fewer than 5 | $1.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 25 | 24 | decreased by1 |
| Apr 1, 2026 | Employees | 1 | 2 | increased by1 |
| Apr 1, 2026 | Clients | 28 | 25 | decreased by3 |
| Apr 1, 2026 | AUM | $169,475,694 | $153,513,362 | decreased by$15,962,332 |
| Apr 1, 2026 | Accounts | 29 | 25 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $158,412,912 | $169,475,694 | increased by$11,062,782 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 30 | 29 | decreased by1 |
| Feb 1, 2022 | Clients | 29 | 28 | decreased by1 |
| Feb 1, 2022 | AUM | $137,345,685 | $158,412,912 | increased by$21,067,227 |
| Feb 1, 2022 | Accounts | 31 | 30 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DINEL INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DINEL INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.