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Deroy & Devereaux Private Investment Counsel Inc.
Deroy & Devereaux Private Investment Counsel Inc is an independent asset management firm headquartered in Bloomfield Hills, Michigan. Founded in 1984, it provides investment advisory services primarily to high net worth individuals, charitable organizations, pension plans, and municipal entities. As of early 2025, the firm manages approximately $2.2 billion in assets and employs 18 professionals, focusing on personalized investment solutions tailored to client needs.
Investment Strategy
Deroy & Devereaux offers discretionary portfolio management, emphasizing diversification and long-term capital appreciation. The firm invests across equities and fixed income, constructing portfolios according to clients’ risk profiles and objectives. High net worth individuals constitute the majority of client assets, supplemented by pension plans and charitable organizations. Their philosophy centers on prudent, disciplined investing, thorough research, and proactive risk management.
Latest 13F Filing Activity
Deroy & Devereaux Private Investment Counsel Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 162 equity positions with a total 13F market value of $2B. The fund increased holdings in Capital One Financial, Abercrombie and Fitch Co., Mdu Resources Group among other positions. Deroy & Devereaux Private Investment Counsel Inc. reduced exposure to Discover Financial Services, Allete Inc., Fiserv Inc. among others.
Top Holdings
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMorgan Chase & Co | 2.62% | $48.5M | 167,285 | $53.34 | $289.91 | +$6.5M |
R RS | Reliance Inc | 2.53% | $46.9M | 149,318 | $78.30 | $313.90 | +$3.5M |
H HCA | HCA Healthcare Inc | 2.44% | $45.2M | 117,979 | $89.30 | $383.10 | +$3.7M |
M MS | Morgan Stanley | 2.42% | $44.7M | 317,245 | $32.20 | $140.86 | +$7.1M |
R RJF | Raymond James Financial Inc | 2.36% | $43.7M | 284,869 | $38.33 | $153.37 | +$3.6M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer and Portfolio Manager | Detroit, MI , United States | |
K Karl Knas | Portfolio Manager | Troy, MI , United States | |
| Portfolio Manager | Detroit, MI , United States |
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