# Colchester Investment Counsel LLC

> Colchester Investment Counsel LLC is an SEC-registered investment advisory firm in Ridgefield, CT, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 126805
- Filed as: COLCHESTER INVESTMENT COUNSEL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ridgefield, CT
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126805
- AdvisorCensus page: https://advisorcensus.com/firm/colchester-investment-counsel-llc-ridgefield-ct-126805

## Quick answers

**How is Colchester Investment Counsel LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Colchester Investment Counsel LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Colchester Investment Counsel LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 17, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $3,000,000: 0.875% a year; Above $3,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Colchester Investment Counsel LLC located?**
Colchester Investment Counsel LLC's principal office is in Ridgefield, CT, according to its Form ADV.

**Is Colchester Investment Counsel LLC registered with the SEC or a state?**
Colchester Investment Counsel LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 126805.

**How much does Colchester Investment Counsel LLC manage?**
Colchester Investment Counsel LLC reports $128,851,449 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (99% discretionary).

**How have Colchester Investment Counsel LLC's assets and staff changed since 2022?**
In the Form ADV data for Colchester Investment Counsel LLC: Regulatory assets under management: $121,732,605 in the October 2022 data and $128,851,449 in the October 2026 data, up 6%. Total employees: 2 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Colchester Investment Counsel LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (38); individuals (other than high net worth individuals) (20).

**Which custodians does Colchester Investment Counsel LLC use?**
Colchester Investment Counsel LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Colchester Investment Counsel LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/126805

**Does Colchester Investment Counsel LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "A minimum of $1 million in assets under management is required, although Colchester reserves the right to waive this requirement."

**What changed in Colchester Investment Counsel LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $115,474,433 to $128,851,449 (+12%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Up to $1,000,000: 1% a year
- $1,000,000 to $3,000,000: 0.875% a year
- Above $3,000,000: see the brochure

> The annual fee for investment management services is based upon a percentage of assets under management according to the following schedule: First $1 Million 1.00 percent per annum Next $2 Million 0.875 percent per annum

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> A minimum of $1 million in assets under management is required, although Colchester reserves the right to waive this requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $128,851,449
- Discretionary: $127,510,746
- Non-discretionary: $1,340,703

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $6,889,019 |
| High net worth individuals | 38 | $121,962,430 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- colchesteric.com
- Facebook facebook.com
- LinkedIn @COLCHESTER-INVESTMENT-COUNSEL-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $121,732,605 | 2 | March 22, 2022 |
| October 2023 | $104,674,754 | 2 | April 6, 2023 |
| October 2024 | $107,591,808 | 3 | March 21, 2024 |
| October 2025 | $115,474,433 | 3 | March 24, 2025 |
| October 2026 | $128,851,449 | 3 | March 17, 2026 |

Regulatory assets under management: $121,732,605 in the October 2022 data and $128,851,449 in the October 2026 data, up 6%.
Total employees: 2 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $115,474,433 to $128,851,449 (+12%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Colchester Investment Counsel LLC (CRD 126805): Form ADV filing data as of October 2026.