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The Investment Counsel Company

Updated today

Client assets under management

$2,099,673,219

Clients

401

96% high-net worth

Advisors

8

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

50

Typical

Average account size

$5,236,093

About

The Investment Counsel Company of Nevada serves individuals, pension and profit‑sharing plans, business entities, trusts, estates and charitable organizations, providing discretionary and non‑discretionary portfolio management, financial planning, consulting and specialized searches for qualified plan providers and independent managers. Services are delivered on a fee‑only basis and may also be offered on an hourly consulting basis when requested.

The firm uses fundamental analysis and implements long‑ and short‑term purchase strategies across equities, fixed income, mutual funds, ETFs and allocations to unaffiliated independent managers and private investment funds, with client objectives categorized as Conservative, Moderate, Growth or Aggressive Growth. It treats cash as an asset class and may hold defensive cash positions, includes private fund sponsor valuations in reporting and AUM calculations, and limits use of options and margin to client‑directed or constrained situations.

Distinctive features disclosed in the brochure include a formal Artificial Intelligence policy (pre‑approval, vendor due diligence and human review of AI outputs) alongside documented cybersecurity and privacy safeguards, and a practice of leaving proxy voting to clients rather than voting client securities. The firm is family‑owned, manages over $2.18 billion with a relatively small advisory team, and describes operational details such as tradeaway/prime‑broker executions for certain fixed‑income trades and sweep‑account handling that can affect account reporting and economics.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies

Fee options

Percentage

$0 - $667,000: 1.50% $667,001 - $999,999: $2,500 quarterly $1,000,000 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $50,000,000: 0.40% $50,000,001+: 0.25%

Project-based

Hourly consulting services charged based on the agreed upon services and professional rendering the service.

Other

Account minimum: $3,000,000 Fee-only: Hourly consulting services charged on an hourly rate basis per agreed terms.

Main office location

The Investment Counsel Company

10000 W. Charleston Blvd., Suite 280

Las Vegas NV 89135, United States

Number of offices

1

Most active in

Arizona · California · Florida · Idaho · Louisiana · Nevada · Oregon · Texas · Utah · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michelle K

CFP®, Series 66

Las Vegas, NV

The Investment Counsel Company

Michelle Konstantarakis is a CFP® and holds a Series 66 license with 20 years of industry experience. She has been with The Investment Counsel Company in Las Vegas, NV since 2003. The Investment Counsel Company of Nevada provides discretionary and non-discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm combines fundamental analysis with diversified allocations across equities, fixed income, mutual funds, ETFs, and independent managers, managing approximately $1.84 billion in assets.

Private / alternative investments Options & derivatives strategies
user avatar

Bernadette M

Series 63, Series 65

Las Vegas, NV

The Investment Counsel Company

Bernadette Mashas is a financial advisor at The Investment Counsel Company with Series 63 and Series 65 credentials and three years of industry experience. She previously worked at Fair, Anderson & Langerman for 13 years and served in a role with the State of Nevada for one year. The Investment Counsel Company of Nevada offers discretionary and non-discretionary portfolio management and consulting services to individuals, pension plans, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis and diversified investment strategies, managing approximately $1.84 billion in assets as of December 31, 2024.

Private / alternative investments Options & derivatives strategies
user avatar

Randy G

Series 63, Series 65

Las Vegas, NV

The Investment Counsel Company

Randy Garcia is a financial advisor at The Investment Counsel Company of Nevada with 32 years of industry experience. He has been with the firm since 1988 and holds Series 63 and Series 65 designations. The Investment Counsel Company of Nevada provides discretionary and non-discretionary portfolio management and consulting services to individual clients, pension plans, trusts, estates, and charitable organizations. The firm employs a fundamental analysis approach combined with diversified allocations across equities, fixed income, mutual funds, ETFs, and independent managers, managing approximately $1.84 billion in assets.

Private / alternative investments Options & derivatives strategies
user avatar

Nicholas H

CFP®, Series 66

Las Vegas, NV

The Investment Counsel Company

Nicholas Hickly is a CFP® and Series 66 credentialed advisor with 20 years of industry experience. He has been with The Investment Counsel Company in Las Vegas, NV since 2015. The Investment Counsel Company of Nevada provides discretionary and non-discretionary portfolio management and consulting services to individuals, pension plans, business entities, trusts, estates, and charitable organizations. The firm combines fundamental analysis with diversified asset allocation and manages approximately $1.84 billion in assets across a nine-advisor team.

Private / alternative investments Options & derivatives strategies
user avatar

William B

Series 65

Las Vegas, NV

The Investment Counsel Company

William Barton is a Series 65-licensed advisor at The Investment Counsel Company in Las Vegas, NV, with experience beginning in 2024. Prior to joining the firm, he worked for 26 years with the Clark County School District. The Investment Counsel Company of Nevada provides discretionary and non-discretionary portfolio management and consulting services to individuals, pension plans, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis and diversified asset allocation across equities, fixed income, mutual funds, ETFs, and independent managers, managing approximately $1.84 billion in assets.

Private / alternative investments Options & derivatives strategies
user avatar

Cole S

CFP®

Las Vegas, NV

The Investment Counsel Company

Cole Samson is a CFP® professional with one year of industry experience, currently serving as an advisor at The Investment Counsel Company. Prior to joining the firm, he held roles at Heritage Financial Services, Next Generation Wealth, and Dream Big Wealth Strategies. His background also includes involvement with Bentley University Football and youth football organizations. The Investment Counsel Company of Nevada manages approximately $1.84 billion in assets and provides portfolio management and consulting services to individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental investment approach across multiple asset classes and is noted for its high assets per advisor and family ownership.

Private / alternative investments Options & derivatives strategies
user avatar

Justin A

Series 66

Las Vegas, NV

The Investment Counsel Company

Justin Ajimine is a financial advisor at The Investment Counsel Company with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank for 16 years before joining his current firm in 2021. Outside of his advisory role, he is an independent insurance agent. The Investment Counsel Company of Nevada offers discretionary and non-discretionary portfolio management and consulting services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental analysis and diversified asset allocation across equities, fixed income, mutual funds, ETFs, and independent managers, managing approximately $1.84 billion in assets.

Private / alternative investments Options & derivatives strategies
user avatar

Michaelyn A

Series 65

Las Vegas, NV

The Investment Counsel Company

Michaelyn Andress is a financial advisor at The Investment Counsel Company with one year of industry experience. She holds a Series 65 designation and previously worked at West Monroe Partners. The Investment Counsel Company of Nevada offers discretionary and non-discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm combines fundamental analysis with diversified asset allocation across equities, fixed income, mutual funds, ETFs, and independent managers, managing approximately $1.84 billion in assets.

Private / alternative investments Options & derivatives strategies
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