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BMO PRIVATE INVESTMENT COUNSEL INC.
CRD 160344File 801-74232
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$40.18B
Top 10% of cohort (national)
Discretionary AUM
$40.18B
Clients
31,188
73,898 accounts
Employees
130
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 19, 2012
- Principal office
- 100 KING STREET WEST, 1 FIRST CANADIAN PLACE 41ST FLOOR, TORONTO, ONTARIO, M5X 1A1
- Phone
- 416 359-5001
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $40.18B
- Discretionary AUM
- $40.18B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 73,898
- Non-discretionary accounts
- 0
- Total accounts
- 73,898
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4,839 | $12.42B |
| Insurance companies | 14 | $111.4M |
| Charitable organizations | 39 | $228.6M |
| High net worth individuals | 8,176 | $17.41B |
| State or municipal government entities | Fewer than 5 | $108.3M |
| Individuals (other than high net worth individuals) | 18,117 | $5.88B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11D2
- Q11D4
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 33143 | 31188 |
| 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.