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THE INVESTMENT COUNSEL COMPANY

LAS VEGAS, NV · CRD 19608 · IAPD ↗ · iccnv.com · 702-871-8510

$2.18BRegulatory AUM
11Advisory reps
11Employees
0Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — THE INVESTMENT COUNSEL COMPANY notice-filed in AZ, FL, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2026 — THE INVESTMENT COUNSEL COMPANY grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2025 — THE INVESTMENT COUNSEL COMPANY reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — THE INVESTMENT COUNSEL COMPANY reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2024 — THE INVESTMENT COUNSEL COMPANY reported RAUM up 39% ($1.18B -> $1.64B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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