# Bankers Investment Counseling

> Bankers Investment Counseling is a state-registered investment advisory firm in Ventura, CA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 325872
- Filed as: BANKERS INVESTMENT COUNSELING
- Legal name: Bankers Investment Counseling Company
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ventura, CA
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325872
- AdvisorCensus page: https://advisorcensus.com/firm/bankers-investment-counseling-ventura-ca-325872

## Quick answers

**How is Bankers Investment Counseling compensated?**
On its Form ADV (Item 5.E, October 2026), Bankers Investment Counseling reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bankers Investment Counseling located?**
Bankers Investment Counseling's principal office is in Ventura, CA, according to its Form ADV.

**Is Bankers Investment Counseling registered with the SEC or a state?**
Bankers Investment Counseling is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325872.

**How much does Bankers Investment Counseling manage?**
Bankers Investment Counseling reports $21,516,806 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary).

**What types of clients does Bankers Investment Counseling serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (7).

**Does Bankers Investment Counseling report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325872

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $21,516,806
- Discretionary: $21,516,806
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $10,371,704 |
| High net worth individuals | 7 | $11,145,102 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bicc1968.com](https://bicc1968.com)
- LinkedIn @bankers-investment-counseling-company

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bankers Investment Counseling (CRD 325872): Form ADV filing data as of October 2026.