The Investment Counsel Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,099,673,219
Clients
401
Advisors
7
of 11 employees
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
Expertise
Fee options
$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%
Hourly consulting services charged based on the agreed upon services and professional rendering the service.
Account minimum: $3,000,000 Fee-only: Hourly consulting services charged on an hourly rate basis per agreed terms.
Main office
10000 W. Charleston Blvd., Suite 280
Las Vegas NV 89135
Advisors at this office
7
Most active in
Arizona · California · Florida · Idaho · Louisiana · Nevada · Oregon · Texas · Utah · Washington
Also doing business as
Fidelity Financial Group, Inc. · The Investment Counsel Company · The Investment Counsel Company Of Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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