# Hogan Investment Counsel, LLC

> Hogan Investment Counsel, LLC is an SEC-registered investment advisory firm in Cordova, TN, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.

- CRD: 160186
- Filed as: HOGAN INVESTMENT COUNSEL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cordova, TN
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160186
- AdvisorCensus page: https://advisorcensus.com/firm/hogan-investment-counsel-llc-cordova-tn-160186

## Quick answers

**How is Hogan Investment Counsel, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hogan Investment Counsel, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Hogan Investment Counsel, LLC located?**
Hogan Investment Counsel, LLC's principal office is in Cordova, TN, according to its Form ADV.

**Is Hogan Investment Counsel, LLC registered with the SEC or a state?**
Hogan Investment Counsel, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 160186.

**How much does Hogan Investment Counsel, LLC manage?**
Hogan Investment Counsel, LLC reports $107,242,702 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).

**What types of clients does Hogan Investment Counsel, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (163); high net worth individuals (44).

**Which custodians does Hogan Investment Counsel, LLC use?**
Hogan Investment Counsel, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hogan Investment Counsel, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160186

**Does Hogan Investment Counsel, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 13, 2026 says: "Hogan does not impose a minimum account size for establishing a relationship."

**What changed in Hogan Investment Counsel, LLC's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 13, 2026)

- Account minimum: None

> Hogan does not impose a minimum account size for establishing a relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $107,242,702
- Discretionary: $107,242,702
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 163 | $25,873,030 |
| High net worth individuals | 44 | $81,369,672 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, LA, MS, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [hoganinvestment.com](https://hoganinvestment.com)
- LinkedIn @clay-hogan-cfa-9ba2b913

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hogan Investment Counsel, LLC (CRD 160186): Form ADV filing data as of October 2026.