Cole
Samson

The Investment Counsel Company

CRD#7361354
Investment Advisor
in Las Vegas, NV

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About this Advisor

Cole Samson is a financial advisor based in Las Vegas, Nevada, working with The Investment Counsel Company. Cole has previously held positions at Bishop Gorman High School, Next Level Youth Football, Ati Physical Therapy, Bentley University Football, Dream Big Wealth Strategies, Next Generation Wealth, Bentley University, Heritage Financial Services, The Investment Counsel Company, and O'Bannon, Anaya, & Co. Cole is registered to provide services in Nevada. Currently, Cole is part of The Investment Counsel Company, which operates out of Las Vegas, Nevada. The firm has 15 employees and manages assets totaling $1.8 billion. The Investment Counsel Company serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at The Investment Counsel Company includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

10000 W. Charleston Blvd. Suite 280
Las Vegas, NV 89135

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The Investment Counsel Company Brokerage Details

Total Assets Under Management

$1,838,311,006

NV Average: $664,206,839
Total Number of Employees

15

NV Average: 10
Total Number of Accounts

2,306

NV Average: 1,698
Average Account Size

$797,186

NV Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Cole Samson Work History

2025 - Present (0 year)

The Investment Counsel Company

2022 - Present (3 years)

Heritage Financial Services

2021 - 2022 (1 year)

Dream Big Wealth Strategies

2021 - 2022 (1 year)

Next Generation Wealth

2019 - 2021 (2 years)

Bentley University Football

2019 - 2019 (< 1 year)

O'Bannon, Anaya, & Co

2018 - 2018 (< 1 year)

Ati Physical Therapy

2018 - 2022 (4 years)

Bentley University

2017 - 2018 (1 year)

Next Level Youth Football

2014 - 2018 (4 years)

Bishop Gorman High School

Disclosures

Please visit the SEC profile of Cole Samson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Investment Counsel Company

Nicholas Hickly
Las Vegas, NV
Michaelyn Andress
Las Vegas, NV
Cole Samson
Las Vegas, NV
Alexis Miranda
Las Vegas, NV
Bernadette Mashas
Las Vegas, NV
Justin Ajimine
Las Vegas, NV
Michelle Konstantarakis
Las Vegas, NV
William Barton
Las Vegas, NV

The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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