# JOEL R. MOGY INVESTMENT COUNSEL INC.

JOEL R. MOGY INVESTMENT COUNSEL INC. of BEVERLY HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111622
- Type: SEC-registered investment adviser
- SEC file number: 801-15669
- Location: 315 SOUTH BEVERLY DRIVE, SUITE 400, BEVERLY HILLS, CA, 90212-4301
- Phone: (310) 552-0529
- Latest filing: 2026-03-25
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.2B
- Clients: 9
- Accounts: 663

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: High net worth, Pooled vehicles, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Joel Ronald Mogy | PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | — |
| Daniel Asher Inlender | VICE PRESIDENT | — |
| Bradford Stelzer | VICE PRESIDENT | — |
| Kelly Lynn Mccarrell | CHIEF ADMINISTRATIVE OFFICER | — |
| MOGY JOEL RONALD | PRESIDENT; PRESIDENT AND DIRECTOR; PRESIDENT & DIRECTOR (+1 more) | — |
| ODDO NANCY JEAN | CHIEF COMPLIANCE OFFICER; SR. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| ODDA NANCY JEAN | CHIEF COMPLIANCE OFFICER | — |
| INLENDER DANIEL ASHER | VICE PRESIDENT | — |
| STELZER BRADFORD | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111622/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111622/similar
- Related entities: https://search.stillhousedata.com/firm/111622/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111622

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.