AdvisorCensus / Financial advisors / California / Los Angeles / R.H. Dinel Investment Counsel,inc.
R.H. Dinel Investment Counsel,inc.
Filed as R.H. DINEL INVESTMENT COUNSEL,INC.
R.H. Dinel Investment Counsel,inc. is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 1991, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.
Quick answers
From the filingHow is R.H. Dinel Investment Counsel,inc. compensated?
On its Form ADV (Item 5.E, October 2026), R.H. Dinel Investment Counsel,inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does R.H. Dinel Investment Counsel,inc. charge?
Its Form ADV Part 2A brochure dated March 20, 2026 states: Hourly rate: $1,500 an hour (consultations about investment problems). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is R.H. Dinel Investment Counsel,inc. located?
R.H. Dinel Investment Counsel,inc.'s principal office is in Los Angeles, CA, according to its Form ADV.
Is R.H. Dinel Investment Counsel,inc. registered with the SEC or a state?
R.H. Dinel Investment Counsel,inc. is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 106688.
How much does R.H. Dinel Investment Counsel,inc. manage?
R.H. Dinel Investment Counsel,inc. reports $153,513,362 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).
How have R.H. Dinel Investment Counsel,inc.'s assets and staff changed since 2021?
In the Form ADV data for R.H. Dinel Investment Counsel,inc.: Regulatory assets under management: $137,345,685 in the October 2021 data and $153,513,362 in the October 2026 data, up 12%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does R.H. Dinel Investment Counsel,inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (21); pension and profit sharing plans (but not the plan participants or government pension plans) (2); charitable organizations (1).
Which custodians does R.H. Dinel Investment Counsel,inc. use?
R.H. Dinel Investment Counsel,inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists U.S. Bank NA as a custodian holding 10% or more of its separately managed account assets.
Does R.H. Dinel Investment Counsel,inc. 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/106688
Does R.H. Dinel Investment Counsel,inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 20, 2026 says: "The minimum assets a client must place under our management in connection with a new relationship is $2 million. Under certain circumstances, we may decrease or increase this minimum."
What changed in R.H. Dinel Investment Counsel,inc.'s recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $2,000,000
The brochure's wording
The minimum assets a client must place under our management in connection with a new relationship is $2 million. Under certain circumstances, we may decrease or increase this minimum.
Hourly rate: $1,500 an hour (consultations about investment problems)
The brochure's wording
Our hourly fee for such consultations is $1,500 per hour. Fees for this service are billed directly to the client.
As stated in the firm's Form ADV Part 2A brochure dated March 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$153,513,362 as of October 2026, filing dated March 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1991 (35 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $153,513,362 | 2 | March 20, 2026 |
| October 2025 | $169,475,694 | 1 | March 5, 2025 |
| October 2024 | $166,551,996 | 1 | March 13, 2024 |
| October 2023 | $129,013,192 | 1 | March 13, 2023 |
| October 2022 | $158,412,912 | 1 | January 28, 2022 |
| October 2021 | $137,345,685 | 1 | March 9, 2021 |
Regulatory assets under management: $137,345,685 in the October 2021 data and $153,513,362 in the October 2026 data, up 12%.
Total employees: 1 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 1 to 2.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. R.H. Dinel Investment Counsel,inc. (CRD 106688): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/r-h-dinel-investment-counsel-inc-los-angeles-ca-106688