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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-05-2024
- Office Locations
- 1
Office Locations
About ILS Financial, LLC
ILS Financial, LLC is a Nebraska RIA led by Matthew Samson, MBA, CPWA®, focused on high-stakes transitions for retiring military veterans, airline pilots, and veteran business owners. The firm delivers transition-focused financial planning, tax-aware coordination, retirement and pension decision support (including SBP), and portfolio construction/risk management aligned to long-term goals. Supports accounts via Schwab and Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 24 clients, or 24 clients per representative. That equates to $531.3K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on June 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Matthew Samson
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6540931
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,751,904 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,751,904 | -- |
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Separately Managed Accounts
SMA allocation detail is available
ILS Financial, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.