The Investment Counsel Company Of Nevada
- Regulatory AUM
- $2.2B
- Discretionary
- $1.5B
- Clients
- 410
- Avg AUM / client
- $5.3M
- Accounts
- 2,210
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 17 | $5.8M | 0.27% |
| High net worth individuals | 384 | $2.1B | 96.0% |
| Pension and profit sharing plans | 9 | $46.2M | 2.12% |
| Charitable organizations | Fewer than 5 clients | $26.4M | 1.21% |
| Corporations and other businesses | Fewer than 5 clients | $8.9M | 0.41% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Greenspun Corporation 401(k) Plan The Greenspun Corporation | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Randy Anthony Garcia | Chief Executive Officer | Feb 1987 (40y) | 50% – 75% of Garcia Family Trust (indirect) | |
| Garcia, Staci, Roberts | Co Trustee | Aug 1991 (35y) | 50% – 75% of Garcia Family Trust (indirect) | |
| Michelle Morris Konstantarakis | Chief Compliance Officer | CFP | Sep 2005 (21y) | Less than 5% |
| Justin Lloyd Ajimine | Registered representative | Oct 2021 (5y) | ||
| Bernadette Maria Mashas | Registered representative | Jan 2023 (4y) | ||
| Michaelyn Yvette Andress | Registered representative | Apr 2024 (2y) | ||
| William Roy Michael Barton | Registered representative | Apr 2025 (1y) | ||
| Nicholas Joseph Hickly | Registered representative | CFP | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Garcia Family Trust Dtd 8/29/91, Randy A. Garcia & Staci R. Garcia Ttees | Trust | Oct 1993 | A | 75% or more |
| Staci Roberts Garcia | Director | Feb 1987 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Greenspun Corporation 401(k) Plan | The Greenspun Corporation | 167 | $24.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 954 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (83% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗