SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
R.H. Dinel Investment Counsel, Inc.
Los Angeles, CA
CRD 106688
Firm filing updated March 20, 2026 ·
- $153.5MAssets
- 2Advisory staff
- 25Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals21
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 21 | $147.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $1.9 million |
| Charitable organizations | Fewer than 5 clients | $4.2 million |
| Other: "FAMILY OFFICE" | Fewer than 5 clients | $0 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "CONSULTATION REGARDING A PERSON'S PORTFOLIO"
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "CONSULTATION REGARDING A PERSON'S PORTFOLIO"
Assets and accounts
- Regulatory assets$153.5 million
- Accounts25
- Discretionary$153.4 million · 24 accounts
- Non-discretionary$150,000 · 1 accounts
People
- Employees2
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 106688, SEC file 801-39695.
- Registered with the SEC as an investment advisor (status date on record: August 20, 1991).
Is R.H. Dinel Investment Counsel,inc. a fiduciary?
Short answer: R.H. Dinel Investment Counsel,inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.