R.H. Dinel Investment Counsel,Inc.
- Regulatory AUM
- $154M
- Discretionary
- $153M
- Clients
- 25
- Avg AUM / client
- $6.1M
- Accounts
- 25
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 21 | $147M | 96.0% |
| Pension and profit sharing plans | 2 | $1.9M | 1.26% |
| Charitable organizations | 1 | $4.2M | 2.71% |
| Other | 1 | $0 | — |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dinel, Joyce, Korsmeyer | Vice President, Administration, Trustee Of The Dinel Family Trust | Mar 1992 (34y) | Less than 5% | |
| Richard Henry Dinel | President, Chief Compliance Officer, Trustee Of The Dinel Family Trust | Mar 1992 (34y) | Less than 5% | |
| Robert James Terrell | Registered representative | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Dinel Family Trust | Shareholder | Sep 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- U.S. Bank $154M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗