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Deroy & Devereaux Private Investment Counsel, Inc.

● SEC registered since 2002CRD 121560SEC# 801-61316Bloomfield Hills, MI
Export (members)
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

5 reported
NameTitleOwnershipSince
Jeffrey William Wardlow ControlChief Investment Officer & Portfolio Manager25-50%2004
Karl Laurence KnasPortfolio Manager5-10%2015
Mary Elizabeth Barnds GrabelChief Compliance Officer5-10%2013
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Frequently 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

Address40705 Woodward Avenue, Suite 150, Bloomfield Hills, MI 48304
Phone248-358-3220
Fax248-358-9111
Office hours9:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1278678
Discloses disciplinary historyNo

Regulatory AUM

$2.58B▲ 31%
Jan '25 — $1.97BFeb '25 — $2.25BMar '25 — $2.25BApr '25 — $2.25BMay '25 — $2.25BJun '25 — $2.25BJul '25 — $2.25BAug '25 — $2.25BSep '25 — $2.25BOct '25 — $2.25BNov '25 — $2.25BDec '25 — $2.25BJan '26 — $2.25BFeb '26 — $2.25BMar '26 — $2.58BApr '26 — $2.58BMay '26 — $2.58BJun '26 — $2.58B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers

Assets under management

$2.58Bregulatory AUM
Discretionary $2.58B