R.H. DINEL INVESTMENT COUNSEL,INC.

Adviser information for R.H. DINEL INVESTMENT COUNSEL,INC. last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 28 $166.3M
Non-Discretionary 2 $269,790
Total 30 $166.6M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 24 $159.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 3 $3.5M
Charitable organizations 1 $3.7M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 2

Services

Advisory Services Portfolio management for individuals and/or small businessesCONSULTATION REGARDING A PERSON'S PORTFOLIO
Compensation % of AUMHourly charges

Identifiers

SEC RIA File Number 801-39695
SEC ERA File Number 801-39695
SEC CIK Numbers 1598352
SEC CRD Numbers 106688
Legal Entity Identifier None

Principal Office

11661 SAN VICENTE BLVD STE 400
LOS ANGELES
CA
United States
Monday - Friday, 9:30 AM TO 5:30 PM
Tel: 310-571-7171, Fax: 310-571-3344

Websites

Chief Compliance Officer

RICHARD H DINEL
PRESIDENT
11661 SAN VICENTE BLVD. SUITE 400
LOS ANGELES
CA
United States
Tel: 310-571-7171
Fax: 310-571-3344
(Full email address available in API data)

Regulatory Contact

DINEL, JOYCE K.
VICE PRESIDENT
11661 SAN VICENTE BLVD., SUITE 400
LOS ANGELES
CA
United States
Tel: 310-571-7171
Fax: 310-571-3344
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DINEL, JOYCE, KORSMEYER Individual VICE PRESIDENT, ADMINISTRATION, TRUSTEE OF THE DINEL FAMILY TRUST 03/1992 < 5%
DINEL, RICHARD, HENRY Individual PRESIDENT, CHIEF COMPLIANCE OFFICER, TRUSTEE OF THE DINEL FAMILY TRUST 03/1992 < 5%
THE DINEL FAMILY TRUST Domestic Entity SHAREHOLDER 09/2013 > 75%
DINEL, RICHARD, HENRY Individual THE DINEL FAMILY TRUST TRUSTEE AND BENEFICIAL OWNER 09/2013
DINEL, JOYCE, KORSMEYER Individual THE DINEL FAMILY TRUST TRUSTEE AND BENEFICIAL OWNER 09/2013

No. Employees, Historic

10502020202120222023202420251 on 1/13/20201 on 6/23/20201 on 3/9/20211 on 1/28/20221 on 3/13/20231 on 3/13/2024

RAUM, Historic

200M100M0202020212022202320242025124771650 on 1/13/2020124771650 on 6/23/2020137345685 on 3/9/2021158412912 on 1/28/2022129013192 on 3/13/2023166551996 on 3/13/2024

No. Clients, Historic

4020020202021202220232024202531 on 1/13/202031 on 6/23/202029 on 3/9/202128 on 1/28/202228 on 3/13/202328 on 3/13/2024

Holdings

From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
STARBUCKS CORP Stock 5M 66K 0
HUBBELL INC Stock 2M 6K 0
SHELL PLC ADR 616K 9K 0
THE LIBERTY SIRIUS XM GROUP SERIES A Stock 1M 59K 0
THE LIBERTY SIRIUS XM GROUP SERIES C Stock 415K 19K 0
PROCTER AND GAMBLE CO Stock 452K 3K 0
COCA COLA CO Stock 4M 58K 0
GENERAL MLS INC Stock 67K 1K 0
ENTERPRISE PRODS PARTNERS LP Stock 2M 52K 0
UNITED PARCEL SERVICE INC CL B Stock 1M 8K 0
INTEL CORP Stock 1M 39K 0
MERCK & CO. INC Stock 7M 53K 0
EXACT SCIENCES CORP Stock 1M 26K 0
VERIZON COMMUNICATIONS INC Stock 750K 18K 0
PEPSICO INC COM Stock 3M 17K 0
KIMBERLY-CLARK CORP Stock 2M 12K 0
AUTOMATIC DATA PROCESSING INC Stock 7M 30K 0
BERKSHIRE HATHAWAY INC DEL CL B Stock 4M 10K 0
ADOBE SYSTEMS INCORPORATED Stock 14M 25K 0
COMCAST CORP CL A Stock 2M 55K 0
MICROSOFT CORP Stock 23M 52K 0
WARNER BROS DISCOVERY INC SER A Stock 203K 27K 0
SCHLUMBERGER LTD COM STK Stock 2M 40K 0
PLAINS ALL AMERN PIPELINE LP Stock 304K 17K 0
HERSHEY CO Stock 2M 12K 0
META PLATFORMS INC CL A Stock 8M 16K 0
KINDER MORGAN INC DEL Stock 155K 8K 0
LIBERTY LIVE GROUP SERIES C Stock 184K 5K 0
LIBERTY LIVE GROUP SERIES A Stock 376K 10K 0
QUALCOMM INC Stock 11M 57K 0
AT&T INC Stock 313K 16K 0
ONEOK INC NEW COM Stock 2M 25K 0
DOLBY LABORATORIES INC CL A Stock 1M 18K 0
THERMO FISHER SCIENTIFIC INC Stock 11M 19K 0
JPMORGAN CHASE & CO Stock 853K 4K 0
CHEVRON CORP Stock 5M 34K 0
WALMART INC Stock 3M 42K 0
ORACLE CORP Stock 7M 46K 0
PFIZER INC Stock 2M 71K 0
AMGEN INC Stock 7M 23K 0
AGILENT TECHNOLOGIES INC Stock 998K 8K 0
EXXON MOBIL CORP Stock 3M 22K 0
PRICE T ROWE GROUP INC Stock 5M 45K 0
COLGATE PALMOLIVE CO Stock 3M 28K 0