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SAMALIN WEALTH
Legal name: SAMALIN INVESTMENT COUNSEL, LLC
CRD 142214File 801-67465
APPROVED
Retail clients
Custody
Filing as of Jun 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$490.5M
Above cohort median (national)
Discretionary AUM
$445.3M
Non-discretionary $45.3M
Clients
544
1,289 accounts
Employees
13
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 15, 2007
- Principal office
- 297 KING STREET, CHAPPAQUA, NY, 10514
- Phone
- 914-666-6600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $490.5M
- Discretionary AUM
- $445.3M
- Non-discretionary AUM
- $45.3M
- Discretionary accounts
- 1,237
- Non-discretionary accounts
- 52
- Total accounts
- 1,289
- AUM per client
- $902K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.2M |
| High net worth individuals | 122 | $362.7M |
| Pension and profit sharing plans | Fewer than 5 | $4.6M |
| Individuals (other than high net worth individuals) | 417 | $121.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 521 | 544 | increased by23 |
| Apr 1, 2026 | AUM | $420,604,795 | $490,543,706 | increased by$69,938,911 |
| Apr 1, 2026 | Accounts | 1,220 | 1,289 | increased by69 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 14 | 13 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 14 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 473 | 521 | increased by48 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $325,487,619 | $420,604,795 | increased by$95,117,176 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 985 | 1,220 | increased by235 |
| Apr 1, 2022 | Clients | 411 | 473 | increased by62 |
| Apr 1, 2022 | AUM | $272,074,658 | $325,487,619 | increased by$53,412,961 |
| Apr 1, 2022 | Accounts | 878 | 985 | increased by107 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAMALIN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAMALIN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.