TOEPEL INVESTMENT COUNSEL, INC.

TOEPEL INVESTMENT COUNSEL, INC. is an SEC-registered investment adviser (CRD 117174). Regulatory assets under management: $51.1M.

Registration

• CRD: 117174
• Type: Registered investment adviser
• Phone: 206-842-5809
• Latest filing: 2026-03-24
• Regulatory AUM: $51.1M
• Discretionary AUM: $48.9M
• Non-discretionary AUM: $2.2M
• Clients: 1
• Accounts: 79

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117174 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search