# ICW INVESTMENT ADVISORS, LLC

ICW INVESTMENT ADVISORS, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 135081
- Type: SEC-registered investment adviser
- SEC file number: 801-64460
- Location: 16427 NORTH SCOTTSDALE ROAD, SUITE 350, SCOTTSDALE, AZ, 85254-1595
- Phone: 480-951-2900
- Latest filing: 2026-03-31
- Regulatory AUM: $376.6M
- Discretionary AUM: $376.6M
- Clients: 6
- Accounts: 341

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Vincent Harl Rossi | PRESIDENT, CHIEF INVESTMENT OFFICER | — |
| Jennifer Jill Rossi | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | — |
| Jillian Suzanne Carlson | CHIEF COMPLIANCE OFFICER | — |
| Charles Vincent Rossi | VICE PRESIDENT | — |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| BERNARD GERALD FRANCIS | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER; MEMBER; MEMBER / CHIEF COMPLIANCE OFFICER | — |
| GOLDINOV FREDERICK HILARY | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER; GENERAL COUNSEL; MEMBER | — |
| DRAKE PHILIP DAVID | CHIEF INVESTMENT OFFICER | — |
| ROSSI VINCENT HARL | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER (+2 more) | — |
| ROSSI COLEEN MARY | MEMBER | — |
| VAMVAKIAS JENNIFER JILL | MEMBER | — |
| ROSSI JENNIFER JILL | MEMBER; VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | — |
| CARLSON JILLIAN SUZANNE | CHIEF COMPLIANCE OFFICER | — |
| Rossi Charles Vincent | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135081/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135081/similar
- Related entities: https://search.stillhousedata.com/firm/135081/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135081

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.