JOEL R. MOGY INVESTMENT COUNSEL INC.

CRD 111622File 801-15669

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.18B

Top 25% of cohort (national)

Discretionary AUM

$2.18B

Clients

278

663 accounts

Employees

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Oct 1, 1980
Principal office: 315 SOUTH BEVERLY DRIVE, SUITE 400, BEVERLY HILLS, CA, 90212-4301
Phone: (310) 552-0529
Website: https://www.linkedin.com/company/joel-r-mogy-investment-counsel-inc-

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.18B
Discretionary AUM: $2.18B
Non-discretionary AUM: $0
Discretionary accounts: 663
Non-discretionary accounts: 0
Total accounts: 663
AUM per client: $7.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$524K
Charitable organizations	16	$56.7M
High net worth individuals	208	$2.09B
Pension and profit sharing plans	Fewer than 5	$18.3M
Individuals (other than high net worth individuals)	52	$12.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — TRUSTEE FEES
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
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.