# ILS Financial

ILS Financial is a RIA based in Omaha, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Omaha, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** https://ilsfinancial.com

## Regulatory record

- **CRD number:** 331725
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331725

## About

ILS Financial works with retiring military veterans, airline pilots, and veteran business owners navigating complex, high-stakes financial transitions. The firm emphasizes decision sequencing so critical choices around retirement, taxes, investments, and risk are made in the right order. Services include transition-focused financial planning, investment strategy and portfolio structure, retirement and pension decision planning, tax-aware planning, and military benefit integration.

## People

- Matt Samson — MBA, CPWA® — Founder

## Questions

### What does ILS Financial actually invest in?

No public portfolio information is available. The firm has no website, no known LinkedIn presence, and no track record of appearing as an LP in fund disclosures or as a named investor in press-reported funding rounds. In the absence of any 13F filing or other regulatory disclosure, the asset mix is unknown to external observers. Allocators should assume the firm runs a fully private, concentrated family balance sheet with no outward-facing investment program.

### Is ILS Financial open to co-investment or accepting outside capital?

There is no indication the firm accepts outside capital or participates in co-investment syndicates. The firm does not market itself to institutional LPs, does not appear on any placement agent roster, and has no known track record of partnering with external GPs. The structure points to a closed family capital vehicle with no external-facing investment program.

## Related profiles

- [402 Financial](https://altss.com/profile/402-financial)

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Last updated: 2026-08-11T15:07:05.535Z

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