Deroy & Devereaux Private Investment Counsel, Inc.
● SEC registered since 2002CRD 121560SEC# 801-61316Bloomfield Hills, MI
Reg. AUM
$2.58B
Employees
19
Accounts
615
Location
Bloomfield Hills, MI
Deroy & Devereaux Private Investment Counsel, Inc. assets under management
Deroy & Devereaux Private Investment Counsel, Inc. is an SEC-registered investment adviser based in Bloomfield Hills, MI. The firm has been registered since 2002. It reports $2.6 billion in regulatory assets under management and employs 19 people.
Deroy & Devereaux Private Investment Counsel, Inc. owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey W. Wardlow Trust | Shareholder | 25-50% | 2005 |
| Jeffrey William Wardlow Control | Chief Investment Officer & Portfolio Manager | Under 5% | 2004 |
| Karl L. Knas Living Trust | Shareholder | 5-10% | 2017 |
| Mary Elizabeth B. Grabel Living Trust | Shareholder | 5-10% | 2016 |
| Mary Elizabeth Barnds Grabel | Chief Compliance Officer | Under 5% | 2013 |
| Sarah Bliss Schattner | Shareholder | 5-10% | 2012 |
| Sean a. Metrose Trust | Shareholder | 25-50% | 2010 |
| Sean Adam Metrose Control | President & Portfolio Manager | Under 5% | 2008 |
| Jeffrey William Wardlow Control | Trustee | — | 2005 |
| Karl Laurence Knas | Trustee | — | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Deroy & Devereaux Private Investment Counsel, Inc. manage?
Deroy & Devereaux Private Investment Counsel, Inc. reports $2.6 billion in regulatory assets under management on its Form ADV.
How many employees does Deroy & Devereaux Private Investment Counsel, Inc. have?
Deroy & Devereaux Private Investment Counsel, Inc. reports 19 employees.
Where is Deroy & Devereaux Private Investment Counsel, Inc. located?
Deroy & Devereaux Private Investment Counsel, Inc. is based in Bloomfield Hills, MI and has been SEC-registered since 2002.
Does Deroy & Devereaux Private Investment Counsel, Inc. disclose fund performance?
Deroy & Devereaux Private Investment Counsel, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 40705 Woodward Avenue, Suite 150, Bloomfield Hills, MI 48304 |
| Phone | 248-358-3220 |
| Fax | 248-358-9111 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1278678 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.58B▲ 31%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,369 advisers
EmployeesTop 25%
More than 75% of 16,804 advisers
Assets under management
$2.58Bregulatory AUM
Discretionary $2.58B