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PLATT INVESTMENT COUNSEL, LLC

· CRD 118737 · IAPD ↗ · plattinvestment.com · 407-416-0066

$153.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2026 — PLATT INVESTMENT COUNSEL, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2024 — PLATT INVESTMENT COUNSEL, LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.