Hogan Investment Counsel, LLC: new SEC registration, $107M AUM, Cordova, TN
Hogan Investment Counsel, LLC (Cordova, Tennessee): new SEC registration, $107M AUM, Cordova, TN. Its amount of 107 is below the median of 134 (19th percentile). Dated 236 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 107 · 19th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 21 related TN NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Hogan Investment Counsel, LLC |
| Legal name | Hogan Investment Counsel, LLC |
| CRD | 160186 |
| Status | Approved |
| Registered with the SEC | 2026-03-13 |
| Latest Form ADV filing | 2026-08-13 |
| Location | Cordova, TN, United States |
| Regulatory AUM | $107,242,702 |
| Accounts | 475 |
| Employees | 2 |
| Website | http://www.hoganinvestment.com/ |
| amount percentile | 19th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (22 TN records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-13
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (TN first): Sagepoint Capital Partners LLC · Hcip Advisors, LLC · Rare Capital Management, LLC · Ridgeline Capital Management, LLC · Highland Rim Capital, L.P. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Hogan Investment Counsel, LLC and 22 Tennessee peers
- Tennessee NewRiaPulse records like this one: 22
- Hogan Investment Counsel, LLC's amount: 19th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Tennessee peer: $4,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $107M under management.
- Website on file.
What is the NewRiaPulse record for Hogan Investment Counsel, LLC in Cordova, Tennessee?
Hogan Investment Counsel, LLC received SEC registration as an investment adviser (2026-03-13) with $107,242,702 in regulatory assets under management, based in Cordova, TN.
How does Hogan Investment Counsel, LLC compare to other Tennessee NewRiaPulse records?
Its amount of 107 is below the median (19th percentile); smaller records often move faster and face less competition. It is 236 days old; check the official source for later updates before acting.
Hogan Investment Counsel, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Hogan Investment Counsel, LLC | Cordova, TN | 107 | 19th | 2026-03-13 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 |
Related records
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- Crafted Finance, LLC
- Leonard Advisory Group LLC
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- Cs Tomasi Wealth Management
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Tennessee NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.