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Chief Administrative Officer · Joel R. Mogy Investment Counsel Inc.

Kelly L. McCarrell

CRD 4769855 · Named on Form ADV at one SEC-registered adviser

At a glance

Joel R. Mogy Investment Counsel Inc., an SEC-registered wealth manager based in Beverly Hills, CA with $2.2 billion in regulatory assets, lists Kelly L. McCarrell on its Form ADV as Chief Administrative Officer.

Firms and roles

AtlasMembers

Kelly’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Joel R. MogyPresident, Director & Chief Compliance Officer, Joel R. Mogy Investment Counsel Inc.
  • Daniel A. InlenderVice President, Joel R. Mogy Investment Counsel Inc.
  • Bradford StelzerVice President, Joel R. Mogy Investment Counsel Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kelly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.