Investment Counsel Co. of Nevada
Investment Counsel Company of Nevada is an independent, SEC-registered investment adviser headquartered in Las Vegas, NV. Founded in 1987, it is owned by the Garcia Family Trust and managed by Randy A. Garcia and Staci R. Garcia. The firm specializes in discretionary and non-discretionary investment management and financial planning for high net worth individuals, trusts, estates, retirement plans, foundations, and endowments. With approximately 11–15 employees, all advisors serve as fiduciaries, acting in the clients’ best interests. ICC emphasizes wealth preservation, legacy building, and personalized service for clients with significant investable assets. The company is recognized for its advisory leadership and commitment to the local Nevada community through philanthropy and institutional support.
Investment Strategy
ICC provides discretionary and non-discretionary investment management services, focusing on tailoring investment strategies to individual client goals and risk preferences. The firm offers fee-only advice, aligning with the fiduciary standard, and manages diversified portfolios for high net worth individuals, trusts, estates, retirement plans, and select institutions. Their approach emphasizes wealth preservation, prudent risk management, transparency, and long-term legacy building. For retirement plans and institutional clients, ICC also consults with investment committees to optimize plan outcomes and governance. Strategies are customized and ongoing advice is provided, relying on experienced investment professionals and full transparency in fees and recommendations.
Top Holdings
Equity Positions (79)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 31.16% | $15.2M | 26,794 | $538.81 | $568.03 | +$1.5M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 9.74% | $4.8M | 101,051 | $47.06 | $47.06 | +$4.3M |
J JNJ | JOHNSON & JOHNSON | 8.29% | $4.0M | 26,503 | $144.62 | $152.75 | -$346.9K |
E EAGG | ISHARES TR | 4.80% | $2.3M | 49,278 | $46.46 | $47.54 | +$26.0K |
A AAPL | APPLE INC | 4.62% | $2.3M | 11,002 | $241.42 | $205.17 | -$186.6K |