JOEL R. MOGY INVESTMENT COUNSEL INC.
CRD #111622 SEC #801-15669 BEVERLY HILLS, CA (310) 552-0529
SEC Registered
Total AUM
$2.1B
Discretionary
$2.1B
Employees
9
Clients
--
Accounts
628
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $2.1B | $2.1B | $0 | 9 | 0 |
| Sep 2025 | $2.1B | $2.1B | $0 | 9 | 0 |
| Mar 2025 | $2.1B | $2.1B | $0 | 9 | 0 |
| Apr 2024 | $1.7B | $1.7B | $0 | 9 | 0 |
| Jun 2023 | $1.4B | $1.4B | $0 | 9 | 0 |
| Apr 2023 | $1.4B | $1.4B | $0 | 9 | 0 |
| Apr 2022 | $1.6B | $1.6B | $0 | 9 | 0 |
| Jul 2021 | $1.3B | $1.3B | $5.9M | 9 | 0 |
| Jul 2021 | $1.3B | $1.3B | $5.9M | 9 | 0 |
| Apr 2021 | $1.3B | $1.3B | $5.9M | 9 | 0 |
| Jun 2020 | $1.1B | $1.1B | $6.2M | 9 | 0 |
| Jun 2020 | $1.1B | $1.1B | $6.2M | 9 | 0 |
| Apr 2020 | $1.1B | $1.1B | $6.2M | 9 | 0 |
| Jun 2019 | $1B | $998.6M | $6.4M | 8 | 0 |
| Apr 2019 | $1B | $998.6M | $6.4M | 9 | 0 |
| Apr 2018 | $955.7M | $949.2M | $6.5M | 9 | 0 |
| May 2017 | $844.5M | $837.7M | $6.8M | 10 | 200 |
| Apr 2016 | $790M | $783M | $7M | 10 | 200 |
| Apr 2016 | $790M | $783M | $7M | 10 | 200 |
| Apr 2015 | $798.4M | $791.2M | $7.1M | 10 | 200 |
| Apr 2014 | $766.8M | $759.2M | $7.6M | 9 | 200 |
| Apr 2013 | $708.8M | $701M | $7.8M | 11 | 200 |
| Dec 2012 | $658.9M | $624.9M | $34M | 8 | 200 |
| Mar 2012 | $658.9M | $624.9M | $34M | 6 | 200 |
| May 2011 | $708.2M | $660.1M | $48.1M | 10 | -- |
| May 2011 | $708.2M | $660.1M | $48.1M | 10 | -- |
| Apr 2011 | $708.2M | $660.1M | $48.1M | 10 | -- |
| Apr 2010 | $682.6M | $602.2M | $80.3M | 10 | -- |
| Mar 2007 | $822.2M | $685.5M | $136.7M | 10 | -- |
| Mar 2006 | $789M | $705.5M | $83.4M | 10 | -- |
| Mar 2006 | $789M | $705.5M | $83.4M | 10 | -- |
| Apr 2004 | $878.7M | $783.1M | $95.7M | 10 | -- |
| Mar 2002 | $990.1M | $865.4M | $124.7M | 10 | -- |
| Jun 2001 | $1.1B | $990M | $123.5M | 5 | -- |
| May 2001 | $1.1B | $990M | $123.5M | 5 | -- |
DateSep 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees9
Clients0
DateSep 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees9
Clients0
DateApr 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees9
Clients0
DateJun 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients0
DateApr 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients0
DateApr 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees9
Clients0
DateJul 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$5.9M
Employees9
Clients0
DateJul 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$5.9M
Employees9
Clients0
DateApr 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$5.9M
Employees9
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.2M
Employees9
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.2M
Employees9
Clients0
DateApr 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.2M
Employees9
Clients0
DateJun 2019
Total AUM$1B
Discretionary$998.6M
Non-Disc.$6.4M
Employees8
Clients0
DateApr 2019
Total AUM$1B
Discretionary$998.6M
Non-Disc.$6.4M
Employees9
Clients0
DateApr 2018
Total AUM$955.7M
Discretionary$949.2M
Non-Disc.$6.5M
Employees9
Clients0
DateMay 2017
Total AUM$844.5M
Discretionary$837.7M
Non-Disc.$6.8M
Employees10
Clients200
DateApr 2016
Total AUM$790M
Discretionary$783M
Non-Disc.$7M
Employees10
Clients200
DateApr 2016
Total AUM$790M
Discretionary$783M
Non-Disc.$7M
Employees10
Clients200
DateApr 2015
Total AUM$798.4M
Discretionary$791.2M
Non-Disc.$7.1M
Employees10
Clients200
DateApr 2014
Total AUM$766.8M
Discretionary$759.2M
Non-Disc.$7.6M
Employees9
Clients200
DateApr 2013
Total AUM$708.8M
Discretionary$701M
Non-Disc.$7.8M
Employees11
Clients200
DateDec 2012
Total AUM$658.9M
Discretionary$624.9M
Non-Disc.$34M
Employees8
Clients200
DateMar 2012
Total AUM$658.9M
Discretionary$624.9M
Non-Disc.$34M
Employees6
Clients200
DateMay 2011
Total AUM$708.2M
Discretionary$660.1M
Non-Disc.$48.1M
Employees10
Clients--
DateMay 2011
Total AUM$708.2M
Discretionary$660.1M
Non-Disc.$48.1M
Employees10
Clients--
DateApr 2011
Total AUM$708.2M
Discretionary$660.1M
Non-Disc.$48.1M
Employees10
Clients--
DateApr 2010
Total AUM$682.6M
Discretionary$602.2M
Non-Disc.$80.3M
Employees10
Clients--
DateMar 2007
Total AUM$822.2M
Discretionary$685.5M
Non-Disc.$136.7M
Employees10
Clients--
DateMar 2006
Total AUM$789M
Discretionary$705.5M
Non-Disc.$83.4M
Employees10
Clients--
DateMar 2006
Total AUM$789M
Discretionary$705.5M
Non-Disc.$83.4M
Employees10
Clients--
DateApr 2004
Total AUM$878.7M
Discretionary$783.1M
Non-Disc.$95.7M
Employees10
Clients--
DateMar 2002
Total AUM$990.1M
Discretionary$865.4M
Non-Disc.$124.7M
Employees10
Clients--
DateJun 2001
Total AUM$1.1B
Discretionary$990M
Non-Disc.$123.5M
Employees5
Clients--
DateMay 2001
Total AUM$1.1B
Discretionary$990M
Non-Disc.$123.5M
Employees5
Clients--