# Toepel Investment Counsel, Inc.

> Toepel Investment Counsel, Inc. is a state-registered investment advisory firm in Port Hadlock, WA, registered since 1995, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 117174
- Filed as: TOEPEL INVESTMENT COUNSEL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Port Hadlock, WA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117174
- AdvisorCensus page: https://advisorcensus.com/firm/toepel-investment-counsel-inc-port-hadlock-wa-117174

## Quick answers

**How is Toepel Investment Counsel, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Toepel Investment Counsel, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Toepel Investment Counsel, Inc. located?**
Toepel Investment Counsel, Inc.'s principal office is in Port Hadlock, WA, according to its Form ADV.

**Is Toepel Investment Counsel, Inc. registered with the SEC or a state?**
Toepel Investment Counsel, Inc. is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 117174.

**How much does Toepel Investment Counsel, Inc. manage?**
Toepel Investment Counsel, Inc. reports $51,079,688 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (96% discretionary).

**What types of clients does Toepel Investment Counsel, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (18).

**Does Toepel 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117174

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $51,079,688
- Discretionary: $48,896,341
- Non-discretionary: $2,183,347

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $2,562,583 |
| High net worth individuals | 23 | $48,517,105 |

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

### Firm details
- Registered since: 1995 (31 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Toepel Investment Counsel, Inc. (CRD 117174): Form ADV filing data as of October 2026.